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Investing Specialists

An Investing Road Map for Pre-Retirees

The late 50s and early 60s are the perfect time for investors to embark on a savings sprint, assess the viability of their portfolio, and build out their stake in safer securities.

A version of this article originally published in April 2017.

Each year in advance of our annual Portfolio Makeover series, I receive scores of emails from individuals who would like to be featured. I hear from folks with eight-figure (yes, eight) portfolios and people getting by on a shoestring, individuals with full pensions as well as job-hoppers whose investments are a web of 401(k)s and IRAs in multiple silos.

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