A Conversation with Wealth Enhancement Group Senior Portfolio Manager Ayako Yoshioka

Given that the effort to prepare for retirement is a journey that spans three or four decades, it is inevitable that investors will face periods of market volatility and economic upheaval.

In the substantial experience of Ayako Yoshioka, a senior portfolio manager at Wealth Enhancement Group, skilled financial advisors deliver a lot of value to their clients during more tranquil times, but they are especially useful during periods of stress.

In this episode of ThinkAdvisor’s Ask the Retirement Expert series, Yoshioka speaks with podcast host John Manganaro about the big market trends that are shaping retirement portfolios today. From stubbornly high inflation and new opportunities in fixed income to questions about the best ways to access the markets, there’s a lot to consider.

Other topics discussed in the episode include:

• The importance of tax efficiency in the portfolio construction process.
• The evolution of exchange-traded funds, direct indexing and SMAs.
• Special risk considerations for income-focused retirees and more.

To listen to the previous episode, click here.

To listen to additional podcasts within the Ask the Retirement Expert series, click here.