Personalized Investment Models for Retirement Plans & IRAs

Published on March 16, 2026

In this article, I present a framework for investment models that integrates personal risk tolerance with academic lifetime investing theory that guides risk as the investor ages.

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As advisors explore 2026 ETF Trends, Exchange presented a session covering top-of-mind stories. The session featured members from Women in ETFs, that inlcuded J.P. Morgan’s Julie Abbett, American Century Investments’ Cleo Chang, Fidelity Investments’ Lubna Lundy, and moderator Roxanna Islam from VettaFi, who unpacked the state of ETF markets in 2026.