Recently, Investment U of The Oxford Club published an article titled, “This Is Exactly How Much Retirees Like You Should Have in Stocks”. It was written about a discussion held at the Oxford Club Private Wealth Seminar.
Many Americans wonder how much retirement money they should have in stocks.
And there’s no simple answer to this question asked time and time again. It is dependent upon many factors. Some of these include your portfolio size, your age, your health, and much more. But age can be tricky since many Americans are living longer and longer lives. This may make planning a retirement age a little more difficult.
You also don’t want to end up with too much money in stocks, especially while in a bear market, as this can lead to many other potential investment issues.
Retirement rebalancing may be a solution for some.
This involves calculating your portfolio with how much you will need for monthly overhead. You will also want to set aside five years of living expenses in case of a disaster or anything else unforeseen. Consider this your disaster fund in some ways.
The Oxford Club is a group of international private investors.
They were founded in 1989 and have members all across the globe in more than 100 different countries. The Oxford Club’s headquarters is based out of Baltimore, Maryland in the United States. The Oxford Club has an outstanding reputation for providing excellent financial services to their clients and helping them make informed investing decisions. Their unique investment system has provided them and their clients with a lot of success over a period of decades.
The Oxford Club also runs Investment U.
Investment U is an educational website source for financial and investment information. It was founded in 1999, ahead of its time in an age before the internet hit it big with social media.
Find the out more about the road to financial independence on the Oxford Club’s Youtube channel: https://www.youtube.com/user/OxfordClubTV