The stock market can be ๐พ๐๐ถ๐๐ฒ ๐ฟ๐ถ๐๐ธ๐. When you’re young, investing is about contributing money, leaving it there through the highs and lows, and letting it grow throughout life. ๐๐ However, as you approach retirement age, your priorities will change, your tolerance for risk will adjust, and your ability to take losses will be minimized. Your financial strategy will have to ๐ฎ๐ฑ๐ฎ๐ฝ๐ to overcome that. In this 9th episode of ๐๐ฉ๐ฆ ๐๐ค๐ค๐ฐ๐ฎ๐ฑ๐ญ๐ช๐ด๐ฉ๐ฆ๐ฅ ๐๐ฐ๐ฎ๐ข๐ฏ, Cathy Mendell and Kristin Oakley talk about: โ๏ธ Why you shouldn’t try to time the stock market โ๏ธ How to ๐ด๐ฒ๐ป๐ฒ๐ฟ๐ฎ๐๐ฒ ๐ถ๐ป๐ฐ๐ผ๐บ๐ฒ ๐๐๐ฟ๐ฒ๐ฎ๐บ๐ through investments โ๏ธ And why your investment strategy needs to be personalized for you! ๐ซต See the timestamps below to skip ahead to a topic of interest! โฌ๏ธ
ย ๐๐ฎ๐๐ฒ ๐๐ฝ๐ฒ๐ฐ๐ถ๐ณ๐ถ๐ฐ ๐พ๐๐ฒ๐๐๐ถ๐ผ๐ป๐ you would like to address with Cathy and the team at Theia Financial directly? Book a complimentary visit here.
DISCLOSURE: Theia Financial is an independent financial services firm helping individuals create retirement strategies using a proprietary planning process and insurance products to custom suit their needs and objectives. Investment advisory services offered by Peter Mendell through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor. BWA and Brookstone Capital Management, LLC are affiliated companies. BWA and Theia Financial are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents. None of the information contained on this channel shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Any references to protection benefits or steady and reliable income streams on this channel refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. The information and opinions contained in any of the material requested from this channel are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individualโs situation.
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DISCLOSURE: Theia Financialยฎ is an independent financial services firm helping individuals create retirement strategies using a proprietary planning process and insurance products to custom suit their needs and objectives.
Investment advisory services offered by Peter Mendell through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor. BWA and Brookstone Capital Management, LLC are affiliated companies. BWA and Theia Financial are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.
None of the information contained on this channel shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
Any references to protection benefits or steady and reliable income streams on this channel refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this channel are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individualโs situation.
