Our inaugural tea for the Las Vegas network on April 11th included a gorgeous private club setting and a presentation by Lauriann Delay, Senior Vice President and Senior Portfolio Manager for Morgan Stanley followed by a lively discussion.

With all of the internet chatter we hear these days, it’s hard to focus on what is “real” and what is “important”. We have been hearing things like…buy gold and precious metals, move your investment portfolio to cash, the market is going to crash, what the next President will do to our economy, who is going to be elected President in 2017. What does a Boomer+ investor do with all of this information? It has never been a better time to have a network of people and advisors that you can trust when it comes to financial advice.

Lauriann shared a recent market survey showing more than 70% of us fear out-living our assets as opposed to only 30% fear dying.

Our life expectancy is growing and causing the need for our assets to last longer than we may have originally planned. How long should we be planning for? Statistics are saying 86 for women and 71 for men. Have you realigned your investment strategy to match your life expectancy?

This website has a fun calculator to predict how many years we can plan for.

If I’m expected to live to be 100 and I only planned my assets to last until 85, what should I do now to change my investment strategies? Lauriann shared ways to review and structure your portfolio with diversification to weather market fluctuation while still experiencing reliable returns. Most importantly, it’s important to have an investment plan and work your plan.

Lauriann Delay is a Senior Vice President and Senior Portfolio Manager for Morgan Stanley. She has been in the investment management industry for more than 25 years. Prior to her position at MS, she was a Wealth Advisor for Goldman Sachs, and a Portfolio Manager for Mellon Trust. Believing that giving back is as important as achieving her professional goals, Lauriann has extensive non-profit board experience including the Rene and Veronica di Rosa Foundation, where she is Treasurer and chair of the Finance Committee. Previously, Lauriann was chair of the Investment Committee and a trustee with Mills College. Originally from New York, Lauriann lives with her family in San Francisco. She is a member of the Parents Council at Lewis & Clark College, and the CFA Society of San Francisco. Lauriann received her MBA from New York University, and earned her undergraduate degree with honors from Hunter College. She earned her Chartered Financial Analyst designation in 1999.