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NEWSLETTER

Check out our past newsletters below for helpful financial planning information and insights.

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Risk Reduction Method #1 - Monte Carlo, a Better Way of Projecting Retirement Income

Our wealth management firm uses four distinct strategies to help retirees reduce risk. In video #1, we explain how most internet retirement calculators use average rates of return in their projections, which can be very misleading. Instead, our certified financial planners use a more accurate statistical analysis to project retirement income. This greater accuracy leads to greater financial peace of mind.

Video Newsletters
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Know When to Hold 'Em

Today, Eric continues the discussion from the most recent video. In the last video, we saw how since 1980, 29 out of 39 years saw positive returns on investment. However, even during the positive growth years, there are falls, or "drawdowns" in the market. In this video, Eric explains that, just as before, volatility of markets is to be expected, and can occur at any time, even during good years.

Video Newsletters