MINIMIZE YOUR LOSSES
REVIEW YOUR CURRENT PORTFOLIO
During the past, what was the biggest 1-year loss of each fund you own?
Is there a way to guarantee no losses when the stock market is down?
What were your past returns and what returns do you reasonably expect in the future?
How does performance of your investment funds measures up to a comparable stock market index and to otherindex funds in the same category?
What are the chances that your investments will provide your desired growth rates?
They Took Higher Risk & Received Lower Returns
Larry and Jenifer are both age 74 and have been retired since age 62. Big portion of their retirement savings is invested in stock market, as recommended by their previous advisor. Their strategy was to take some risk if the returns in favorable years were worth it, they were willing to lose up to 20% in unfavorable year. Unfortunately, due to recent market volatility they lost more than expected. Our RetirementLab revealed that their stock market assets lost more than the market did in bad times and earned considerably less than the market did in good times. The RetirementLab showed them alternative investment options thatfocus on protecting their principal and give them opportunity to grow their assets.
If you have questions, concerns, or need help making an informed decision about your future retirement income, ensuring your assets are protected and you never run out of money, we will be happy to review your options with you. Schedule a free, no obligation meeting with one of our financial advisors.
Years of Experience
Counties of Service