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

Omnia Family Wealth Featured in Citywire

Omnia Family Wealth Featured in Citywire

Read More
Omnia Family Wealth’s COO Michael Wagner Shares Insights in U.S. News & World Report

Omnia Family Wealth’s COO Michael Wagner Shares Insights in U.S. News & World Report

Read More
Omnia Family Wealth Recognized Among America’s Top RIAs of 2024

Omnia Family Wealth Recognized Among America’s Top RIAs of 2024

Read More
Omnia Family Wealth Featured in Family Wealth Report Awards – Acclaim 2024

Omnia Family Wealth Featured in Family Wealth Report Awards – Acclaim 2024

Read More
Michael Wagner Wins Rising Star Under 40 award at the 2024 Family Wealth Report Awards

Michael Wagner Wins Rising Star Under 40 award at the 2024 Family Wealth Report Awards

Read More
Deep Tech Renaissance

Deep Tech Renaissance

Read More
Michael Wagner in U.S. News & World Report: Biotech ETFs

Michael Wagner in U.S. News & World Report: Biotech ETFs

Read More
Omnia Family Wealth Recognized as a Finalist for the 2024 Family Wealth Report Awards

Omnia Family Wealth Recognized as a Finalist for the 2024 Family Wealth Report Awards

Read More
Michael Wagner Weighs in on Mutual Funds in U.S. News & World Report

Michael Wagner Weighs in on Mutual Funds in U.S. News & World Report

Read More
©2024 Omnia Family Wealth, All Rights Reserved.