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.

Have Questions for An Advisor?

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

RELATED ARTICLES

Cracking the Code of High-Yield Bonds: Expert Guidance from Michael Wagner

Cracking the Code of High-Yield Bonds: Expert Guidance from Michael Wagner

Read More
Michael Wagner on The National Desk: What Happens If the US Defaults on Its Debt?

Michael Wagner on The National Desk: What Happens If the US Defaults on Its Debt?

Read More
Michael Wagner in U.S. News & World Report: The Importance of Focusing on What You Can Control in Investing

Michael Wagner in U.S. News & World Report: The Importance of Focusing on What You Can Control in Investing

Read More
Michael Wagner in the Miami Herald: Strengthening Bonds within the Jewish Community

Michael Wagner in the Miami Herald: Strengthening Bonds within the Jewish Community

Read More
Michael Wagner Earns Acceptance into the Prestigious Wexner Heritage Program

Michael Wagner Earns Acceptance into the Prestigious Wexner Heritage Program

Read More
Michael Wagner in Startup Savant: What Bank Failures Mean for Startups

Michael Wagner in Startup Savant: What Bank Failures Mean for Startups

Read More
OMNIA FAMILY WEALTH CEO STEVEN WAGNER NAMED AMONG BARRON’S TOP ADVISORS OF 2023

OMNIA FAMILY WEALTH CEO STEVEN WAGNER NAMED AMONG BARRON’S TOP ADVISORS OF 2023

Read More
Michael Wagner in The Street: Opportunities, Risks and Back-Up Banks

Michael Wagner in The Street: Opportunities, Risks and Back-Up Banks

Read More
Michael Wagner in Barron’s: Things to Consider When Retiring to the Sunshine State

Michael Wagner in Barron’s: Things to Consider When Retiring to the Sunshine State

Read More
©2023 Omnia Family Wealth, All Rights Reserved.