August 26, 2024 Weekly Update

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:

Portfolio Update:  Murs and I have recorded our portfolio update for August 26, 2024

De-Risking Your Investment Portfolio as You Approach Retirement

Radon, Murs and guest Certified Financial Planner, ™ Nick Hymanson, discuss de-risking your investment portfolio for retirement.  They explore strategies to manage and reduce risk, emphasizing the importance of personalized retirement planning.

 

De-Risking Your Investment Portfolio as You Approach Retirement

The market can be a volatile place, and as you transition from the accumulation phase of your life to the distribution phase, the stakes are higher than ever. You might find yourself asking, “Is it time to play it safe with my investments?” The answer isn’t as simple as it may seem, and a one-size-fits-all approach doesn’t work here. The goal is to secure your financial future by strategically managing risks without sacrificing the potential for growth.