Should I Include Stocks During Retirement?



Historically, owning businesses and real estate via the stock market have provided greater returns than inflation. Why is that important? At 3% inflation, in 20 years, your $1 will only be worth 55 cents. So you need to have some dedicated investments to potentially combat inflation. The problem is that these investments are volatile, so having a system to manage them and your emotions is imperative. We use a tool called SMART: the Strategic Management of Assets in Retirement. We "segment" your investments into five year "baskets." The first two segments typically hold conservative investments such as CD's and bonds. Segments three and higher will hold variable investments. Historically, both the downward and upward fluctuations of the stock market are temporary. So the key is to never sell during a downward fluctuation. When the market is down, we generate income for living expenses from Segment 1. Keep in mind, all investing involves risk including loss of principal, and past performance does not guarantee future results. To learn more about our "SMART" tool, give us a call today. Or visit our website. We can't wait to talk with you. http://youtu.be/hTmhMnaKj60 http://www.TheBrainTrust.net (770) 353-6317 Tracking #1-313467 Get Whiteboard Animated Videos like this one for your business here: http://jilladdison.com/get-monthly-videos-for-a-low-monthly-rate

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