Protecting Those Who Matter Most
For some, the social impact of investing is just as important as the return, perhaps more important.
Without even realizing it, most people are familiar with protection-first thinking. If you remember travelling on an airplane in a not too distant past, you would recall this important point in the safety demonstrations “In the event of sudden decompression, secure your own oxygen mask before helping others.”
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.