short resp0nce

short resp0nce

 

This week we will be looking at retirement planning and estate planning.  For some of you that may seem a long ways away.  So what strategies should be used when investing in a portfolio for someone what has just graduated from college?  How will this change for someone in her 30s, 40s, 50s, 60s or 70s?

 

2

U.S. Treasury bills held to maturity have a beta of zero. Why? Discuss the implications of this risk-return trade-off with respect to your overall investment portfolio as you approach retirement age. Are there any assets that you would avoid investing in as you near retirement age?