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Help Safeguard Your Retirement with Our Invest and Protect Strategy

We believe growth is important, but protection of principal is more important.

Our proactive, objective, and mathematical strategy sounds an alarm when the market is trending downward towards what we think is bear market territory. We designed this investment strategy to help us shield your investments from the worst of market volatility.

The Invest and Protect Strategy is designed for unlimited upside with a tolerable downside. We use historical data to help us predict when the trend changes toward what we consider a bear market.

Our goal is to have your money last as long as you do.

Learn how in a short retirement planning webinar.

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An Investment Strategy Created for Retirees

Our retirement planning strategy is designed to help your money last as long as possible. We don’t want you to have to worry about running out of money in retirement

Many people start their savings with a “buy and hold” saving strategy, where you “ride out” any bad markets. This often works for investors when they are young and have time to recover from big losses. But if you are retired or retiring soon and planning on living off on that money, you might not be able to afford to wait years for the market to bounce back.

That’s why our Invest and Protect Strategy includes a third component. We buy investments, hold them when the market trends upward, and then help protect them when the market is dropping to a point that we think indicates a bear market is on the horizon. Our objective mathematical strategy sounds an alarm to get out of the market when it starts trending downward to a point we consider a bear market based on historical market performance. The Invest and Protect Strategy is a form of “Stop-Loss,” an approach that provides an objective point at which we believe investments should be sold.

Over 50? We Think It’s Time for Phase Two of Retirement Planning

If you’re like many people, you’ve saved for retirement for years with the goal of getting the highest return possible. But if you are retired or close to retirement, we believe you can no longer take the risks you took when you were younger. If you would like to learn more about our Invest and Protect Strategy, one of our Retirement Planners would be happy to answer any questions you have.