A Better Bond Alternative for Retirement?

The next Investment Planning Knowledge Circle call will be Tuesday, September 25 at 3 PM ET.  Please join our Knowledge Circle hosts in welcoming Stephanie Bartruff from Annexus, who will be presenting, "A Better Alternative for Retirement?"

New research from Renowned Economist Roger Ibbotson and Zebra Capital Management suggests it's time to revisit the conventional wisdom of increasing bond allocations to de-risk retirement portfolios and look for alternatives.

Learn about insights discovered through this groundbreaking research, including:

• 45% of bond returns being driven by capital gains and why the bond bull market is likely over 1

• Roger's famous Stocks, Bonds, Bills & Inflation (SBBI) research updated with an uncapped FIA as a new asset class 

• Why now is the time FIAs should be a consideration for retirement portfolios

More information