Alon Ozer Discusses How to Build Stable Retirement Portfolios with U.S. News & World Report

The Federal Reserve signaling that interest rates will remain low for the foreseeable future has left many investors wondering if the classic retirement portfolio mix of low-risk, fixed-income investments will provide enough income and returns to keep up with inflation.

U.S. News & World Report recently spoke with Omnia Family Wealth Chief Investment Officer Alon Ozer for insight on how retirees can restructure their portfolios to adapt to our current environment.

According to Ozer, building a safe, stable retirement portfolio in the current market environment is no easy task, especially for retirees who manage their investments themselves instead of partnering with an advisor. “They have two options right now, which is basically to take on additional risks or compromise and get a lower return,” he says.

While Ozer tells the publication that self-directed investors can utilize a mix of equities and corporate bonds to boost yields, he advises them to avoid some of the new investing strategies, including liquid alternatives that often replicate the alternative strategies popular with institutional clients such as hedge funds, citing concerns about performance.

Click here to read the entire U.S. News & World Report article featuring Omnia’s Alon Ozer.

Receive for Insights

This field is for validation purposes and should be left unchanged.

RELATED ARTICLES

Michael Wagner Explains the Role of a Portfolio Manager to U.S. News & World Report

Michael Wagner Explains the Role of a Portfolio Manager to U.S. News & World Report

Read More
Omnia Family Wealth Recognized in Financial Advisor Magazine’s 2021 RIA Ranking

Omnia Family Wealth Recognized in Financial Advisor Magazine’s 2021 RIA Ranking

Read More
Michael Wagner on Fox Business: Warnings from the Bond Market

Michael Wagner on Fox Business: Warnings from the Bond Market

Read More
Michael Wagner Explains the Fed’s Selling of Corporate Bonds Announcement to CFO Dive

Michael Wagner Explains the Fed’s Selling of Corporate Bonds Announcement to CFO Dive

Read More
Michael Wagner Discusses Faith-Based Investing with The New York Times

Michael Wagner Discusses Faith-Based Investing with The New York Times

Read More
Michael Wagner to Speak at the 28th Annual Planned Giving Council Symposium

Michael Wagner to Speak at the 28th Annual Planned Giving Council Symposium

Read More
Michael Wagner Discusses the Increased Interest in Municipal Bonds with Bloomberg

Michael Wagner Discusses the Increased Interest in Municipal Bonds with Bloomberg

Read More
Michael Wagner on Family Wealth Report’s Wealth Talk: How To Keep Investment Emotions in Balance

Michael Wagner on Family Wealth Report’s Wealth Talk: How To Keep Investment Emotions in Balance

Read More
Michael Wagner to Receive Leadership Award from the Greater Miami Jewish Federation

Michael Wagner to Receive Leadership Award from the Greater Miami Jewish Federation

Read More
©2021 Omnia Family Wealth, All Rights Reserved.