Financial Intel Monthly

Sequence of Returns: Preparing for Bear Markets

Dec 26, 2018 2:22:36 PM / by The Retirement Group (800) 900-5867 posted in financial freedom, investment, life savings, market, Money, Profit, profit margin, retirement planning, The Retirement Group

0 Comments

Sequence risk, (sequence-of-returns risk) is defined as the risk of receiving lower or negative returns early in a period when withdrawals are made from an individual's underlying investments. These negative returns combined with withdrawals can seriously impact how long a retiree is able to stretch their money. It is important to understand these risks as it can help with important decisions such as when to retire, or if it is a good idea to keep working for a few years into retirement to decrease the chance of money running out before retirement has ended.

Read More

What Rising Interest Rates could mean for your Money

Dec 26, 2018 1:14:49 PM / by The Retirement Group (800) 900-5867 posted in financial freedom, Interest, invest, investing, Profit, rates, retirement planning, stock, The Retirement Group, wallstreet

0 Comments


After years of keeping the benchmark federal funds rate at historic lows, the Federal Reserve has been raising it gradually. Controlling the interest rate is one way the FOMC attempts to control inflation and economic growth. The near-zero rates were an emergency measure, and gradual increases reflect greater confidence in the U.S. economy. However, rising rates can affect you as a consumer and investor.

Read More

The 4% Withdrawal Rule

Dec 26, 2018 12:28:10 PM / by The Retirement Group (800) 900-5867 posted in bonds, crytocurrency, equities, financial freedom, invest, Profit, Retirement, stocks, success, The Retirement Group, bitcoin, wallstreet

0 Comments


The 4% rule has received a lot of attention recently, as recent market woes of the past 18 years – from the tech crash of 2000 to the global financial crisis of 2008 – have pressured both market returns and increased volatility in the portfolios of retirees.

Read More

Check the background of this investment professional on FINRA BrokerCheck

Subscribe to Email Updates

Lists by Topic

see all

Posts by Topic

See all

Recent Posts