No credit card, no obligation Financial Professionals only
Already a Horsesmouth member?
Strategic asset deployment paves the way for comfort in your clients' golden years.
Distribution portfolios are extremely vulnerable to market losses. The key to protecting retirees' income is to construct a multi-asset, low-correlation portfolio that takes into account worst-case maximum drawdown, frequency of loss, and probability of recovery.
To determine what kind of equity allocation a retiree should have, you need to change the inputs, look at the income streams, and decide what tradeoff to make between inflation and market risk. There are no easy answers.
What can an ex-police detective teach you about doing business? Plenty, when he's a former hostage negotiator who has never lost a life.
IMPORTANT NOTICE This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.
Savvy Tax Planning School for Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
June 6–7, 2024
Chicago
The Discovery Meeting Workshop: Transform Your Discovery Process
May 20–21, 2024
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 13–16, 2024