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We recommend retirees to adopt a buy, hold and sell strategy – a proactive, objective, mathematical strategy that sounds an alarm to get out of the market when we anticipate it’s trending toward a fall.
We use such an approach at Money Matters. After our strategy correctly indicated the stock market crash of Y2K, we decided to implement it for all of our clients. It sounded an alert in November 2007, so we advised our clients, the listeners of our radio show, and our email newsletter subscribers to get out of the market. You know what happened next – the big crash of 2008. We feel proud that our advice may have helped people protect their retirement investments.
Please Note: The scope of any financial planning and consulting services to be provided depends upon the specific requests and needs of the client. MMWKM does not serve as an attorney or accountant. MMWKM does not prepare legal documents or tax returns.
Please Note: Limitations: Neither rankings and/or recognition by unaffiliated rating services, publications, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if MMWKM is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see link as to participation data). No ranking or recognition should be construed as a current or past endorsement of MMWKM by any of its clients. ANY QUESTIONS: MMWKM’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking. PLEASE SEE IMPORTANT DISCLOSURE INFORMATION
Transcript: Well, at the close of business today, we reached our buy signal, and so therefore, tomorrow, we are going to be buying. As you know with our strategy, if we ...
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You may have heard of the 4 percent rule: If you have a diversified portfolio, you should be able to withdraw 4 percent each year during retirement, and still have ...
