Asset Allocation in Retirement Explained by Daniel NeSmith | Security First Asset Management скачать в хорошем качестве

Asset Allocation in Retirement Explained by Daniel NeSmith | Security First Asset Management

Asset allocation plays a critical role in retirement planning and should evolve as you move from accumulation to protection and income. In this video, Daniel NeSmith, President & CEO of Security First Asset Management, explains why retirement portfolios require a different asset allocation approach than during earlier working years. As market volatility increases and income needs become more important, protecting a portion of your assets and managing downside risk becomes essential. Daniel discusses how retirement portfolios are structured to balance protection, income, and long-term stability, including the use of high-quality, dividend-paying blue-chip companies with long earnings and dividend histories. In this video, you’ll learn: • Why asset allocation should change in retirement • How downside risk is managed in retirement portfolios • The importance of protected assets for income • Why blue-chip dividend-paying stocks are used At Security First Asset Management, we help clients create retirement strategies designed to reduce volatility while supporting long-term confidence. 📍 Learn more: https://sfamga.com 📞 Contact us: 1-888-417-6278 Securities Disclosure: Securities and advisory services offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS) member FINRA SIPC, and a registered investment advisor. Security First Asset Management and MAS are not affiliated entities.