While January saw a continuation of the low-volatility, steady-return stock market environment experienced throughout all of 2017, the first few trading days of February have been a completely different story.Shortly after reaching the longest streak in the history of the S&P 500 without a 5% correction, the Index has faltered and is down 7.79% from … Continue reading
When planning for your retirement, you need to think less about how much you have saved and more about making your money last the rest of your life. This means you need to have a plan for guaranteed lifetime income that will, at the very least, cover your basic living expenses. There are several sources … Continue reading
I want to share a great post from Jason Wenk, President of Retirement Wealth Advisors and a colleague of mine. 3 Primary Reasons To Consider Buying An Annuity: Reason No 1: Not Having A Pension If you’re like most people retiring today, you don’t have a traditional pension provided by your employer or the government. … Continue reading
Sarasota, FL / ACCESSWIRE / September 10, 2014 / Since 1929, there have been no less than 17 stock market crashes of 20% or greater, or an average of one every six years. Like all those before it, the 2008 Great Recession decimated many pre-retirement and retirement investment portfolios. Though our world has changed dramatically … Continue reading
Most successful investors do things a little different than the average investor. These little things can be the difference in never having huge losses or losing 30-40% every time the market has a major correction which happens every 6 years on average. The first rule is successful investors have a plan when the market goes … Continue reading
Most investors invest in the market and hope that it will grow over time and when they need the money it will be there for them. But we all know that the market does two things, it goes up and down. The problem is we don’t really know when it will do either one and … Continue reading
The market has been choppy in recent weeks. And the volatility has caused some investors to bail and go to the sidelines. They are almost certainly making a mistake. To time the market correctly, you have to make not one great call but two. And the consequences of getting either wrong can dramatically hurt. Let’s say … Continue reading
Sarasota Wealth Advisory acknowledges the fact that without some form of downside protection, it is highly improbable that an investor will remain emotionally disciplined. For this reason our investment accounts are with Retirement Wealth Advisors, a Registered Investment Advisor firm that uses proprietary portfolios called FormulaFolios. Each of the portfolios is enabled with a built-in … Continue reading
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