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Navigating Retirement Investing in a Changing Economic Landscape

Economic conditions constantly change, impacting retirement planning and investment strategies. In this class, Steven Cliadakis from OLLI sponsor Altum Wealth Advisors will explore how shifts in inflation, interest rates, fiscal policy, and geopolitical tensions can affect portfolios. Participants will review various investment options, such as CDs, Treasurys, index funds, ETFs, and others, and learn how to allocate them within diversified portfolios. The class includes insights from leading economists and key principles of portfolio construction and risk management, providing practical guidance to help align investments with personal retirement goals.

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