Got 2020 Retirement Vision? 5 Key Investment Tenets For The New Year

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Got 2020 retirement vision? Here are 5 key investment tenets for the new year:

You have made it, or at least you are nearly there. A combination of hard work, long-term investing, and perhaps a little good fortune have you on the precipice of “financial retirement.” That’s when you are working because you want to, not because you need to.

Diversification has been less effective the past few years as it was in the past. And, risk-management techniques have essentially dragged returns. What else would you expect when the market goes up at a pace rarely seen in modern history? More than anything today, the stock market is a very useful, flexible, hedge-able, income-producing tool. We can use it to engineer the type of returns we aim to achieve, with the level of volatility we can handle. And, if you use it correctly versus your objectives, that’s what matters most.

 

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