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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.
Our Investment Committee has over 130 years of experience and is fully invested in the same financial instruments that we recommend for our clients. We like to say, “We eat our own cooking.” The fact is, our investment committee and partners are invested in the same investments our clients are. This helps keeps everyone’s best interests and motivation in proper alignment.
Market Alert August 11th, 2018: The Straw That Broke The Camel’s Back
As Retirement Planning Specialists, our two goals for you are:
1) What Happens When Interest Rates Go Up
2) Take Only As Much Risk As Necessary
3) Qualifying For Retirement Benefits
4) Buy-Hold Myth #5: You Won’t Make Any $ ...
If you are over 65, married, and want to protect your spouse from financial loss, is it more important that you have life insurance or long-term care insurance? According to ...
