Featured Jobs
|
EPIC RPS
|
|
Relationship Manager – Defined Contributions Daybright Financial
|
|
Regional Sales Director-Mid Atlantic July Business Services
|
|
Spectrum Pension Consultants (part of Daybright Financial)
|
|
Director, Strategic Accounts and Channel Development July Business Services
|
|
Regional Sales Director-Heartland July Business Services
|
|
Daybright Financial
|
|
Internal Channel Sales Team Lead July Business Services
|
|
EPIC RPS
|
|
Nova 401(k) Associates
|
|
Experienced Employee Benefits Attorney Shipman & Goodwin LLP
|
|
Independent Retirement
|
|
Stones River Consulting
|
|
Director of Regulatory Operations and Compliance PCS Retirement
|
|
Daybright Financial
|
Free Newsletters
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
|
|
|
| Webinars and Podcasts |
> | Upcoming | On-Demand |
| Conferences | > | Upcoming | Grouped by Location |
| All Webinars, Podcasts and Conferences | > | Upcoming | Grouped by Sponsor |
View More Nerd's Eye View Webinars, Podcasts and Conferences
Building Retirement Portfolios With A Liability-Driven-Investing Approach To Manage Sequence Of Return RiskNerd's Eye View |
|
Oct. 15, 2024 On-Demand Podcast |
|
My guest on today's podcast is Mark Asaro. Mark is the Chief Investment Officer of Noble Wealth Management, an RIA based in Greenwood Village, Colorado, that oversees $320 million in assets under management for 160 client households. In this episode, we talk in-depth about Mark's approach to implementing Liability-Driven Investing, or LDI, which involves understanding a client's year-by-year retirement spending needs and then creating an asset allocation designed to generate sufficient income to meet these specific spending liabilities as they come due, how leveraging an LDI approach allows Mark to illustrate to his clients the investment income that will cover their early spending needs so they won't have to worry about selling assets during a market downturn, and how Mark's LDI approach has helped him to attract more risk-averse clients who aren't comfortable with the more 'traditional' approach to retirement portfolios… and then helps those clients get comfortable to actually spend more in retirement in the process. |