We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple ways but a very easy way is to simply forward them a link to this webpage.

Here are this week’s items:

We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple ways but a very easy way is to simply forward them a link to this webpage.

Here are this week’s items:

A Great Investment Can Become A Dangerous Retirement Risk

Radon and Murs discuss one of the biggest sources of investment risk hiding in plain sight for people nearing retirement: a portfolio that has grown large thanks to a handful of Magnificent 7 stocks, and what that means once a paycheck is no longer coming in. They walk through a real conversation with a new client whose accounts had grown substantially through stocks like Nvidia stock, Tesla, and Amazon, and why the retirement investment strategy that builds wealth is not the same one that should carry you through spending it.

A Great Investment Can Become A Dangerous Retirement Risk

A woman sat across from us this week and told us, with real pride, how well her investments had done. She’d picked some of the biggest winners in the market over the last several years, and her account had grown because of it. We told her the truth, which is that she’d done a fantastic job.

Then she said something we’ve noticed a lot of couples feel but rarely say out loud in a financial meeting. She wants to protect what she and her husband have built. And in the very next breath, she said she doesn’t want to give up the stocks that got her there, even though retirement is now here and those stocks have become a huge piece of everything they own.

We want to talk about that moment, because a version of it is happening quietly in a lot of households right now, and often it’s one spouse feeling the pride of the wins while the other is the one lying awake wondering what happens if it all goes the other way.