Case Study: Active Management Provides Custom Allocations over Age-Based Portfolios

Published: Aug. 13, 2018, 5:52 p.m.

Research Analysts Nick Antonucci, CVA, and Jacob Keen are joined by Senior Associate Jarrett McKenzie, CFP®, CWS®, to discuss why investors may want to have their portfolios actively managed in retirement instead of simply choosing an age-based portfolio.