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The interview originally took place on May 13, 2026.
Chairman & CEO Jay Jackson joined The Greg Kelly Show to discuss how individuals approaching retirement can make smarter financial decisions in the face of short-term market volatility. He emphasized the importance of aligning investment strategy with retirement timing, noting how early losses can significantly impact long-term outcomes.
The conversation also highlighted the value of focusing on a two- to five-year planning horizon, incorporating uncorrelated assets, and making forward-looking decisions around technology, income needs, and overall portfolio resilience.
Share
The interview originally took place on May 13, 2026.
Chairman & CEO Jay Jackson joined The Greg Kelly Show to discuss how individuals approaching retirement can make smarter financial decisions in the face of short-term market volatility. He emphasized the importance of aligning investment strategy with retirement timing, noting how early losses can significantly impact long-term outcomes.
The conversation also highlighted the value of focusing on a two- to five-year planning horizon, incorporating uncorrelated assets, and making forward-looking decisions around technology, income needs, and overall portfolio resilience.
