In the
Media

Ask most financial advisors about the standard approach to retirement investing and they will tell you about the 60/40 strategy. A diversified portfolio comprised of 60 percent stocks and 40 percent bonds has been the go-to choice for retirement investing for decades. The bond portion of the portfolio is meant to provide a low-risk component that balances out the volatility that stocks bring to the equation.

“Is it possible?” is not the question most businesses ask as they consider whether or not to go all in with remote work models. Our experience during the COVID-19 pandemic proved we can make remote models work. Not only do we have the technology, but we also have employees who are willing to fill remote positions.

Effective retirement investing involves two key components. First, you need to be willing to invest, but prioritizing retirement investing requires elevating your future needs over your immediate wants.

I was 18 the first time I saw someone’s retirement dreams come crashing down. The retirees were my parents. They had made a fairly significant sum when they sold my father’s private medical practice but then received some bad financial advice, leading to a substantial financial loss.