We Are Making History in All the Wrong Ways

We may be about to 𝘄𝗶𝘁𝗻𝗲𝘀𝘀 𝗵𝗶𝘀𝘁𝗼𝗿𝘆, folks. And not the good kind. 📖Currently, our country is facing the impacts of the largest group of people retiring with the boomer generation¹. We believe that this couldn’t come at a more inopportune time, as 𝗻𝗼𝘁𝗵𝗶𝗻𝗴 𝘄𝗶𝘁𝗵 𝘁𝗵𝗲 𝗺𝗮𝗿𝗸𝗲𝘁 𝘀𝗲𝗲𝗺𝘀 𝘁𝗼 𝗯𝗲 𝘄𝗼𝗿𝗸𝗶𝗻𝗴 𝘁𝗵𝗲 𝘄𝗮𝘆 𝗶𝘁’𝘀 𝘀𝘂𝗽𝗽𝗼𝘀𝗲𝗱 𝘁𝗼. 🙃

This has left many soon-to-be and current retirees who 𝗺𝗮𝘆 𝗻𝗼𝘁 𝗳𝘂𝗹𝗹𝘆 𝘂𝗻𝗱𝗲𝗿𝘀𝘁𝗮𝗻𝗱 𝘁𝗵𝗲 𝗹𝗲𝘃𝗲𝗹𝘀 𝗼𝗳 𝗿𝗶𝘀𝗸 in their portfolios in a rather vulnerable position.

2022 saw stock and bond markets 𝗯𝗼𝘁𝗵 𝗱𝗼𝘄𝗻² whereas they typically have an inverse effect on one another³. We believe situations like this can make the popular 60-40 rule obsolete and detrimental. 👎

Instead of hyper-focusing on one style of money management, seek what’s in the 𝗯𝗲𝘀𝘁 𝗶𝗻𝘁𝗲𝗿𝗲𝘀𝘁 𝗼𝗳 𝘆𝗼𝘂𝗿 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗽𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 and your retirement aspirations.

Don’t allow a market downturn to 𝗵𝗶𝗻𝗱𝗲𝗿 𝘆𝗼𝘂𝗿 𝗹𝗶𝗳𝗲𝘀𝘁𝘆𝗹𝗲 𝗴𝗼𝗮𝗹𝘀 𝗮𝗻𝗱 𝗱𝗿𝗲𝗮𝗺𝘀. 🌅

We don’t want you to sacrifice and survive in retirement. We want you to 𝙏𝙃𝙍𝙄𝙑𝙀!

𝗧𝗜𝗠𝗘𝗦𝗧𝗔𝗠𝗣𝗦
00:00 Introductions
00:53 Making history
03:28 Different style of money management
10:20 The risk in your portfolio should be aligned with your tolerance
13:23 The dangers of not being aligned with your financial advisor
19:20 Don’t let bad things snowball
22:43 Go-go, slow-go, and no-go years
24:20 Don’t be victim. Act!


𝗛𝗮𝘃𝗲 𝘀𝗽𝗲𝗰𝗶𝗳𝗶𝗰 𝗾𝘂𝗲𝘀𝘁𝗶𝗼𝗻𝘀 you would like to address with Ben or the Thrive team directly? Book a complimentary phone call 📞 here 👇
https://thrivewealthgroup.com/appt

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¹ https://www.j2t-recruiting.com/post/the-impact-of-baby-boomers-retiring#:~:text=Baby%20Boomers%2C%20born%20between%201946,job%20market%20have%20already%20begun

² https://www.nerdwallet.com/article/investing/why-stocks-and-bonds-are-falling-together

³ https://www.ig.com/en/trading-strategies/what_s-the-relationship-between-stocks-and-bonds--210702#:~:text=Higher%20bond%20yields%20can%20lead%20to%20lower%20share%20prices&text=Naturally%2C%20as%20more%20investors%20sell,to%20move%20in%20opposite%20directions.

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#makinghistory
#marketvolatility
#retirementplan
#retiremenplanning
#riskmitigtation




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