Transcript: Well, as you know, we have two goals for you. The first one is we want your money to last as long as you do, and so we want your money to be there to support the lifestyle that you want to have during your retirement, and so part of that, of course, is to get out of harm’s way when we see harm coming. But then, also when we see the trend positive then we want to participate,
Market Alert March 24th, 2019: Important: Please Read! We Are Buying. What To Expect.
We Are Buying. What to Expect.
We are excited to participate in the upward trend that we see has established itself and look forward to the potential that it offers.
We bought with a fourth of your equity allocation on Friday. It takes a few days for the trades to settle, but you will get the buying price for all trades as of Friday.
Market Alert March 17th, 2019: We Are Very Close But Not There Yet
As a firm that specializes in Retirement Planning, our two goals for you are:
- For you to have Financial Peace of Mind and
- For Your Money to Last As Long As You Do.
Our investment philosophy of Buy, Hold, and PROTECT! is designed to give us Unlimited Upside with a Tolerable Downside.