Thursday, January 23, 2020

What Are We Doing to Our Young Investors?

Here is the article.

KEY POINTS

1. With target date funds (TDFs) prevalently the default choice in defined contribution (DC) plans, young workers’ equity concentrations are growing ever higher.

2. Young workers, who are more likely than older workers to lose their jobs in a recession, frequently cash out part or all of their DC assets to meet living expenses during a period of unemployment.

3. Young workers would be well advised not to invest in TDFs until their less risky “starter portfolio” reaches a certain minimum balance, for example, six months’ income.

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