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You are here: Home / Archives for Retirement

Long-Term Portfolio for Retiree Who Does Not Require Income or Withdrawals

October 24, 2026 By Lowell Herr Leave a Comment

I requested ChatGPT to create a portfolio for a retiree who does not require income and will most likely be able to live off a pension plus social security.  Below is the response from AI.  Based on the high probability of increases in interest rates I question the wisdom of investing 20% in bonds (BND).  […]

Filed Under: Retirement Planning, Asset Allocation, Portfolio Construction Tagged With: Portfolio Management, Retirement

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