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My Insights in MarketWatch

It’s an honor to share with you that I was asked to give my insights on what it takes to build a successful retirement strategy in industry publication MarketWatch’s recent retirement planning article titled:

‘A great parking space.’ Is the humble CD, some of which are now paying 5% or more, what’s missing from your retirement portfolio?

“A popular strategy to utilize is segmenting funds for different time horizons and employing a time-released withdrawal methodology.”

As we’ve always discussed, it’s all about the balance! Along with long-term strategies, we need to leverage short-term options as well like CDs and money markets.

“By investing in these types of assets, someone could minimize or eliminate the volatility of the stock and bond markets for funds needed in the short-term. This will allow any funds that are invested in more volatile asset classes the time to recover and produce positive returns.”

If you have any questions about this article or your own retirement plan, simply click reply to this email. I always appreciate hearing from you.

Certificates of Deposit are FDIC insured and offer a fixed rate of return if held to maturity. Brokered CDs sold prior to maturity in the secondary market may result in loss of principal due to fluctuations in the interest rate or lack of liquidity. Brokered CDs are registered with the Depository Trust Corp. (“DTC”). Brokered CDs with step-down and/or call provisions may be less favorable than traditional CDs without these features.

No strategy assures success or protects against loss.



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