Investing Q&A Series

dispatch-icon-healthcare

Q: What do longer lifespans mean for investing?

A: As advancements in healthcare continue to extend life expectancies, there is a shift from asset accumulation to decumulation, particularly in the form of sustainable income strategies. Advisors should prioritize longevity planning, ensuring portfolios have a strong focus on income-generating investments, as well as healthcare sector exposure, which is likely to experience growth due to an aging population. Healthcare and biotech sectors, alongside income-focused portfolios, will be essential in meeting the needs of a longer-living society.

Some Strategies and Models to Consider:

  • EQIS Biotech
  • Financial Trust Health Value
  • EQIS Healthcare ETF
  • American Funds Retirement Income – Enhanced
  • Green Alpha Growth & Income Portfolio

Have investing questions, or even questions AND answers? Submit them to insights@freedomadvisors.com.

 

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