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Are you over-exposed?

  • Writer: Susan Wieneke
    Susan Wieneke
  • Jun 9, 2022
  • 1 min read

Are you over-exposed to the market?


Is your portfolio down 20%? You’ll need a 25% gain to return to break even. Overall long-term value of the market is a net positive. If you’ve got 20 years before retirement, don’t sweat it. However, if you’re in the “red zone of retirement” (you plan to retire within five years, or you’re in your early years of retirement), you should be concerned with volatility, it can blow up your retirement plan.


Here’s the good news, there are products designed to protect your nest egg. Literally, you can’t lose money; however, you can post gains when the market is positive.


Learn more: https://www.yourretirementkeys.com/post/protected-accumulation-is-it-possible



 
 
 

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Advisory services provided by Bison Wealth, LLC an SEC registered investment adviser.  Registration does not imply a certain level of skill or training. Advisory services are provided pursuant to an
Investment Advisory Agreement and suitability review. The information contained herein is for general information purposes only and should not be deemed an offer or solicitation of an investment product or service. Not all products and services offered by Bison are suitable for all investors. All investments contain risks which include the total loss of invested principal. The information is believed to be reliable but has not been independently verified and may change without notice. Bison does not provide tax, legal or insurance advice. Investors should consult with their financial, tax or legal advisor before investing. Retirement Key is a DBA of Bison Wealth, LLC. Retirement Key and Bison are not affiliated. Additional information about Bison can be found at [Form ADV] [Form CRS] [Privacy Policy]

Susan@YourRetirementKey.com   |    763-486-5441    |    Maple Grove, MN 55311

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