Time Segmentation
Technique
Building retirement portfolios for analytically-minded clients by matching individual fixed-income instruments to specific year cash flows, with remaining assets in equities/growth, reducing client anxiety during market downturns
"I think time segmentation is the best way to build a retirement portfolio in my opinion. The way we frame it is: how many years of a down market would you like to be able to sustain? You can see the stress and the anxiety leave their body when we have this ..."