Do your investments match your goals? Do they match your timeline or risk tolerance? Are you on track to have enough saved to retire when you want? If close to retirement; how do you transform that nest egg into a useable, reliable and sustainable income? What if an unexpected death or disability were to strike; would your family be ok financially?
Those are the real life questions financial advisors and planners are prepared to help you answer and solve. I’ve known people who have gone years and years with those unanswered questions hanging over them. Maybe they were scared to know the truth and face the changes that needed to be made in their budgeting habits? Or, maybe they thought getting those answers would be a long and difficult process they don’t have time for?
You do not need to sit on those big, important financial unknowns. Get busy and get answers before the possible problems get bigger and the solutions potentially get harder. We are here to help you know where you stand and, if needed, to develop a plan towards achieving your financial goals.
As a follow up to last week’s WMR where we dove into staying diversified and not abandoning value stocks for growth stocks, I wanted to share the stat below:
Value stocks have outperformed growth stocks for six months after every presidential election since 1980. -Marketwatch, October 12, 2020. Stop counting, I’ve already added them up for you! That is 10 in a row…it will be interesting to see if 2020 makes it 11 in a row.
As always, we hope you find the Weekly Market Review both informative and interesting. Have a good week.
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Trevor N. Coe, CFP®