Why Retirement Rules Need an Update
Fergus Hodgson, March 31, 2021 
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A world of low interest rates makes a world of difference to planning for retirement. Aaron Filbeck, director of Global Content Development at the CAIA Association, explains the old investment rules and the usual portfolio compositions are no longer enough to secure meaningful returns.
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In our weekly segment with Inventa Capital, Charles Funk, CEO and director of Heliostar Metals, explains the firm’s competitive advantage and its plans to pivot to high-probability, high-grade targets.
Recommended Links
- Connect with Aaron on Twitter and visit the CAIA Association’s blog.
- “Save (Us All) for Retirement,” by Aaron Filbeck.
- “Finally, Hindsight Is 2020,” by Aaron Filbeck.
- “The 60/40 Portfolio Is Dead,” Barron’s.
- “The 4% Rule of Thumb for Retirement Withdrawals,” The Balance.
If You Liked This Episode
- “Alternative Investments: For Beta, Not Alpha,” Gold Newsletter Podcast.
- “Alternative Investments 101,” Gold Newsletter Podcast.
- “The Pension House of Cards,” Gold Newsletter Podcast.
- “What Sinkhole States Don’t Want You to Know,” Gold Newsletter Podcast.
Fergus Hodgson is Gold Newsletter’s roving editor. Follow him on Twitter, Facebook, and LinkedIn.
