Global Fiduciary Insights

Global Fiduciary Insights


Economic Realities - Evaluate Risk and Return to Protect Against Inflation in Your Portfolio

October 07, 2024

In today’s episode, Chris Battaglia welcomes back economist and author of “Money Magic: an Economist’s Secrets to More Money, Less Risk & Better Outcomes”, Larry Kotlikoff, to discuss interest rate protection strategies and products investors may want to consider.


Specific strategies they discuss include:

  • Alternatives to investing in the stock market to protect against interest rates and taxes, including Treasury Inflation-Protected Securities (TIPS)
  • How Larry thinks about the percentage allocation to inflation protected strategy by TIPS
  • The importance of balancing risks in investment strategies, particularly between TIPs and Social Security income
  • How to weigh the risk of different products inside your portfolio