How familiar are you with Wall Street Math? The stock market lost -50 percent during the 2000-2002 Technology Bubble and lost -50 percent again during the 2007-2009 Financial Crisis, crushing American portfolios and dreams.
In 2008, the US economy lost an estimated 22 Trillion dollars! You lost so much because you didn’t know how much risk you were taking and don’t understand Wall Street Math.
When it comes to retirement, most retirees want less risk, smaller losses, to earn a reasonable rate of return, liquidity, and income that is guaranteed for life.
That’s why we created our 3 Bucket Approach, using multiple conservative asset strategies.
Wouldn’t you love to make money when the stock market goes up but never lose anything when the stock market goes down? You can!
A fixed index annuity bases your annual gains on a portion of an index you choose, such as the S&P 500 Index, without suffering any losses in the years your index goes down. If the stock market crashes you get zero percent, so you’re completely protected against market losses.
In our many years working with clients, we have noticed a disturbing trend: most people are investing based upon two faulty premises, both of which are pervasive myths and neither of which are in an investor’s best interest:
Have you heard these? Are you investing based upon them? If so, you’re not alone. However, we’re here to tell you that these myths are old-school and outdated, and they aren’t serving you as well as you may believe.
