Key Questions for Long-Term Investors

March 4, 2022
Whether you’ve been investing for decades or are just getting started, at some point on your investment journey you’ll likely ask yourself some of the questions below. Trying to answer these questions may be intimidating, but know that you’re not alone. Your financial advisor is here to help. While this is not intended to be
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What happens if my assets do not keep pace with inflation?

September 18, 2020
The Risk of “Safe Assets” is that you might end up running in place How many millionaires do you know that have become wealthy by investing in savings accounts? I rest my case. Robert Allen Sources:Bankrate.com, U.S. Treasury, and Standard & Poor’s. Rates of return and inflation are derived using the averages from 1995 to
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What is the risk of taking on too little risk?

September 18, 2020
The Risk of “Safe Assets” is that you might end up running in place How many millionaires do you know that have become wealthy by investing in savings accounts? I rest my case. Robert Allen Sources:Bankrate.com, U.S. Treasury, and Standard & Poor’s. Rates of return and inflation are derived using the averages from 1995 to
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Why is your social security election strategy so important?

July 22, 2019
Delaying benefits means you should have increased Social Security income later in life, but your portfolio may need to bridge the gap and provide income until the delayed benefits are received. The decision to delay may be to protect a spousal benefit, as well as, just your own social security benefit. You also may need
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