Global Fiduciary Insights

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