Retirement, Risk, and Return

In the face of a stressful market environment that has led many investors to question their commitment to stocks, it is critical to rationally consider the risk trade-off between dampening portfolio volatility and maintaining the long-term purchasing power of your assets.

In this seven-minute video, David Booth, founder and CEO of Dimensional Fund Advisors, discusses the importance of balancing volatility risk and purchasing power risk when investing for retirement. He examines various portfolio combinations of stocks and Treasury Bills through the historical lens of inflation-adjusted real returns to illustrate how investors may balance both types of risk.

Truepoint Wealth Counsel is a fee-only Registered Investment Adviser (RIA). Registration as an adviser does not connote a specific level of skill or training. More detail, including forms ADV Part 2A & Form CRS filed with the SEC, can be found at Neither the information, nor any opinion expressed, is to be construed as personalized investment, tax or legal advice. The accuracy and completeness of information presented from third-party sources cannot be guaranteed.

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