Evaluate Risk and Return to Protect Against Inflation in Your Portfolio

Economic Realities was created to bring industry experts together to benefit financial advisors and individuals seeking to improve their financial outcomes.

In today’s episode, Chris Battaglia welcomes back economist and author of “Money Magic: an Economist’s Secrets to More Money, Less Risk & Better Outcomes”, Larry Kotlikoff, to discuss interest rate protection strategies and products investors may want to consider.

Specific strategies they discuss include:

  • Alternatives to investing in the stock market to protect against interest rates and taxes, including Treasury Inflation-Protected Securities (TIPS)
  • How Larry thinks about the percentage allocation to inflation protected strategy by TIPS
  • The importance of balancing risks in investment strategies, particularly between TIPs and Social Security income
  • How to weigh the risk of different products inside your portfolio

Resources: Maxifi

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