A Different Take on Asset Allocation in Retirement

By Joseph Slife & Mark Biller

Sep 28, 2021

The conventional approach is to reduce stock holdings in retirement. Should you consider an alternative approach that increases stock holdings?

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Written by

Joseph Slife

Joseph Slife has been a news writer for the Associated Press, a college instructor, and a radio host. He and his wife Joye have three grown sons.

Mark Biller

Mark joined SMI in 2000. He leads the SMI newsletter’s overall content strategy, managing the editorial direction and writing many articles.

He helped develop several of SMI’s investment strategies, led the company’s efforts to create its first website, and has been a contributing author to The Sound Mind Investing Handbook.

Mark also serves as Senior Portfolio Manager to SMI Advisory Service’s Private Client managed-account program, the SMI Funds, and the SMI 3Fourteen Full-Cycle Trend ETF (FCTE) and REAL Asset Allocation (RAA) ETF's.

Follow Mark on X/Twitter at @mark_biller.

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A Different Take on Asset Allocation in Retirement

Continue reading plus get access to our
objective, time-tested investing strategies.