Real-Life Example of a Portfolio Plan . All of the factors listed above can be found in the investment policy of the Contra Costa County Employees’ Retirement Association.

What Higher Yields Mean for Your Portfolio and Plan. Watch. Key Takeaways. Yields have been higher than they’ve been since 2007. ... and of course, that’s been moving in fits and starts.

Note: This article was originally published on Dec. 11, 2017. Some errors in retirement-portfolio planning fall into the category of minor infractions rather than major missteps. Did you downplay ...