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Paul de Sousa Discusses Retirement Portfolio Ideas with U.S. News & World Report

In classic retirement portfolios, retirees often turn to low-risk, fixed-income products that yield a reliable income. However, as the Federal Reserve ushers in a new era of low interest rates due to the current COVID-19 pandemic, retirees will have to expand their typical holdings to keep up with inflation and garner an income.

For insight on how retirees can adjust their portfolio mix to fit the current economic environment, U.S. News & World Report recently spoke with Paul de Sousa, senior vice president and investment advisor at Sightline Wealth Management.

According to de Sousa, except in periods of volatility, equities are expensive again, following the market’s rebound after the first quarter’s market sell-off. As a result, investors are moving into equities thinking that it is the only option with interest rate so low – but this does not have to be the case.

De Sousa tells the publication that Sightline “is using private investments as another way to offer retirees higher returns with low correlations to the stock market.” Private investments, however, are typically only an option for individuals who use financial advisors.

To read the entire U.S. News & World Report article featuring Sightline’s Paul de Sousa, click here.

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