Retirement and Inflation

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Those nearing retirement in 2022 were dealt a very tough hand as global markets fought rising inflation and interest rates. It was uniquely difficult given the rarity of both equity and fixed income markets declining — since 1926 only two other years (1931 and 1969) have experienced this double whammy. A standard 60/40 portfolio — one thought to be immune to major market swings — fared poorly with both stock and bond allocations dropping more than 10%.

About the Author

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Nick Gergen


Nick Gergen has nearly 15 years of experience developing and implementing investment strategies for high-net-worth individuals and families. In his role as a portfolio manager for 1834, a division of Old National Bank, he provides investment management solutions across all major asset classes, prioritizing the preservation and growth of client wealth through asset allocation, security selection, and tax and fee efficiency.