Retired Investor Alert|Life Happens In Real-Time, So Should Your Portfolio Management

Retired Investor Alert|Life Happens In Real-Time, So Should Your Portfolio Management

Retired Investor Alert|Life Happens In Real-Time, So Should Your Portfolio Management

If you are a retired investor or near retirement then your number one priority must be protecting your wealth from significant losses. Since you no longer have employment income you are forced to depend on Social Security and income off of your investment portfolio. The total value of your investment portfolio is crucial to your ability to sustain that income throughout your lifetime.

Since you no longer contribute to your retirement portfolio, how can you expect to quickly recover from a loss of 10%, 20% or even more? Millions of retirees experienced bigger losses than that in 1987, again in the Tech Bubble crash of 2000-2003 and a third time in the Financial Collapse of 2008.

And few of them recovered. Wealth that took years to accumulate was wiped out virtually overnight—gone forever because few of them were able to earn much it back. Instead, they had to reduce their standard of living.

It didn’t have to be that way then, nor does it have to happen to you now or in the future.

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The fault doesn’t lie with the investor; the fault lies with the financial services industry and this ‘machine’ I refer to as the Wall Street System. You see, the Wall Street System preaches that you should be just buy something and hold on to it forever.

Even if the value of your portfolio drops 50%, they believe that you should continue to ‘hang in there’ because it will eventually come back.

They point to the crash of 2008 and how the market recovered in just 5 years. FIVE YEARS? But if you were retired and were taking out money to live on during that time then you still haven’t recovered. And you probably won’t ever recover.

Compare that to those that were able to move to safety as the markets began their steep decline. There are those that survived the crash and were able to maintain their standard of living.

I believe that the conditions are ripe for another major stock market correction or crash. I don’t know if it will be next week, next month or in the next few years, but it is my job to have the systems and processes in place that can safely navigate my clients through whatever storms we face. That’s way I have developed a sophisticated system that provides real-time portfolio management.

Let’s face it—risk happens fast. And in a globally inter-connected marketplace any piece of news anywhere in the world can cause the markets to soar or plunge. It might be the latest pronouncement of the Federal Reserve or a margin call at a Hedge Fund.

Opportunities open up. Existing positions need to be analyzed. That’s why you find me in front of my monitors day in and day out watching, listening, investigating, analyzing…watching what happens around the world, listening in real-time to what other successful hedge fund and money managers are saying, investigating trends and cycles and analyzing how all of it affects my client’s accounts right now.

My job is to protect your accounts and to pursue prudent profits. As events unfold, I continually ask myself these two questions:

First, Has the risk associated with stocks or bonds just increased significantly and how does that compare to the level of risk you are comfortable with?” and secondly, I ask myself if I need to take action in your account today based on what I see in the markets and what I understand you are trying to accomplish?”

Markets can move quickly and my clients depend on me to actively manage the risk in their portfolios and to pursue prudent profits. That requires having systems and processes in place to monitor what is happening in your account in real-time.

There are many days that no action is needed, but my job is to be here for when it is.

Do you think your advisor is doing that? I doubt it—so you decide—are you currently using the right advisor for you?

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