Should you go aggressive or conservative with your wealth plan? Is your conservative plan really conservative, or is it actually losing money? (An all bond portfolio isn’t as safe as you might think.) Is the right answer to do both in an age appropriate way? How do you know the difference?
Below are the points we’ll discuss in this videoconference. I'll be posting at a blog at NataliePace.com/Blog. We'll host a Bond & What's Safe Master Class the Saturday after the Oct. 18-20, 2024 Financial Freedom Retreat, on Oct. 26, 2024. https://www.nataliepace.com/bond2024-305174.html#/
Money Market Funds. Not FDIC-Insured. Bailed Out in Recessions.
Get Hot & Safe in the Same Plan
Why We Have to be The Boss of Our $$
Valuable Safe Assets that We Often Overlook
How/Why Safe Can Be Vulnerable to Losses
If you'd like Natalie Pace to speak to your community or on an Instagram Live or podcast, reach out to us at info@NataliePace.com.
https://www.nataliepace.com
Important Disclaimers Please note: Natalie Pace does not act or operate like a broker. She reports on financial news, and is one of the most trusted sources of financial literacy, education and forensic analysis in the world. Natalie Pace educates and informs individual investors to give investors a competitive edge in their personal decision-making. Any publicly traded companies or funds mentioned by Natalie Pace are not intended to be buy or sell recommendations. ALWAYS do your research and consult an experienced, reputable financial professional before buying or selling any security, and consider your long-term goals and strategies. Investors should NOT be all in on any asset class or individual stocks. Your retirement plan should reflect a diversified strategy, which has been designed with the assistance of a financial professional who is familiar with your goals, risk tolerance, tax needs and more. The "trading" portion of your portfolio should be a very small part of your investment strategy, and the amount of money you invest into individual companies should never be greater than your experience, wisdom, knowledge and patience. Information has been obtained from sources believed to be reliable. However, NataliePace.com does not warrant its completeness or accuracy. Opinions constitute our judgment as of the date of this publication and are subject to change without notice. This material is not intended as an offer or solicitation for the purchase or sale of any financial instrument. Securities, financial instruments or strategies mentioned herein may not be suitable for all investors.
Should You Be Conservative or Aggressive With Your Wealth Plan?