In recent years, we’ve seen that aggressive and conservative products, both domestic and global, can move in tandem with one another. In other words, we have experienced market scenarios in which there is very little safety anywhere—even for diversified portfolios.
Twenty-first century asset protection calls for more than just strategic asset allocation. Product allocation is generally considered a more effective means of protecting assets. Diversifying your retirement assets among a variety of vehicles—both insurance and investment oriented, depending on what is appropriate for your situation—may offer you the best chance of meeting your retirement income goals throughout your lifespan.
Due to the ever changing market environment, it’s imperative to have your portfolio actively monitored. Buy and Hold strategies were developed over 60 years ago and are no longer relevant in volatile markets. By utilizing a systematic rules-based approach and hedged equity strategies we maximize returns and losses in all market environments.
Neither the Company nor its agents or representatives may give tax, legal, or accounting advice. Individuals should consult with a professional specializing in these areas regarding the applicability of this information to his/her situation.
"The Changing Story of Retirement"
Learn important variables you may need to know about retirement.