Tag Archives | purchasing power

Retirement

Slaying the Retirement Dragon

Reaching retirement and maintaining your lifestyle in retirement is the functional equal of St. George slaying the mythical dragon. We recently completed work on an E-book titled “9 steps to Slaying the Retirement Dragon”. Since the founding of our firm in 1982, individuals planning for retirement have been prevalent. This E-book provides a systematic overview […]

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Are You a Conservative Investor?

Sometimes clients come in and say that they want a “conservative” investment portfolio. In most cases, they are inferring that “conservative” denotes a higher percentage of fixed income/bond investments. Let’s walk through the reasons for investing in the first instance and see if that changes your perspective.   Why We Invest For most of the […]

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