Many investors believe they’ve solved the risk puzzle with a traditional 60/40 portfolio—60% stocks, 40% bonds. After all, we’ve completed risk assessments, balanced growth with safety, and followed conventional wisdom. However, recent market conditions reveal a troubling reality: your “safe
When we ask clients about their biggest retirement concerns, we consistently hear the same responses: healthcare costs, inflation, taxes, and market volatility. These are all legitimate worries that deserve attention. However, after years of helping Atlanta-area retirees navigate their golden
Just like those nationwide toll scam texts promising legal action if you don’t pay immediately, your investment portfolio might be sending warning signals that deserve your attention. We see hundreds of portfolios each year, and we’ve learned to spot the
When we listen to popular financial media personalities, we often hear definitive statements: “Always do this” or “Never invest in that.” However, this black-and-white approach to retirement planning can be dangerously misleading. The Problem with One-Size-Fits-All Financial Advice Financial author
For over two decades, we’ve watched clients walk into our office expressing the same sentiment: “People with pensions have it so easy. If only I had a pension, retirement would be simple.” However, these same individuals often tell us they
The Media’s Recycled Playbook of Fear We recently conducted an eye-opening analysis that every retiree and pre-retiree needs to see. Using AI research tools, we examined the worst market days from 2005 to present, along with the corresponding media headlines.
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