Professional guidance is key as you near retirement. You have saved and invested using IRA’s; 401k’s, and personal brokerage accounts. What happens if the market drops 30% ? (it has) We use our “Safe Money” investing strategy for part of your retirement funds. This approach allows you to capture a large portion of any market gains and if the market drops, you keep every penny in your account—no loses ever! Over 20 years, this approach has performed as well as the S& P 500. (Unbelieavable!)
