Valuing Your Pension Benefits and the Asset Allocation Implications

    by William W. Jennings

    Valuing Your Pension Benefits And The Asset Allocation Implications Splash image

    A couple is approaching retirement. Two investment questions are foremost in their minds:

    • First, what should their asset allocation be—that is, what portion of their family portfolio should be allocated to cash, bonds, and stocks? Most professionals agree that the choice of asset allocation is an investorÂ’s most important decision.

    • Second, do they have sufficient resources to meet their retirement income needs?

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    → William W. Jennings