You've spent your entire life being told to save.
Save in your 401(k). Save in bonds. Save at the bank. Build your nest egg, stay invested, and trust that everything will work itself out.
But what happens when the economic environment starts punishing the very people who did what they were told?
In this episode of Scriptures & Wall Street, Carlos Cortez Jr. sounds the alarm on what he sees developing inside the Federal Reserve, the labor market, inflation, and interest ratesand explains why retirees may need to think differently about the job each dollar in their portfolio is supposed to perform.
With employment showing signs of weakness, inflation remaining a concern, disagreement emerging around monetary policy, and the possibility of higher interest rates, Carlos challenges the traditional Wall Street mantra of simply staying invested and waiting for the market to recover. For a 30-year-old investor, time can be an advantage. For someone who's 65 or 70 and actively withdrawing retirement income, a major decline can create an entirely different problem.
That's where the Color of Money becomes critical.
Carlos breaks down Red Money, Yellow Money, and Green Money, sequence-of-returns risk, principal protection, active management, and why diversification shouldn't simply mean owning more investments exposed to the exact same risks.
FREE tax calculator
http//corteztaxbill.com
GALLUP -The CliftonStrengths 34 Report
https//www.gallup.com/cliftonstrengths/en/403127/cliftonstrengths-34-report.aspx
The Color of Money
https//rumble.com/v73vhby-scriptures-and-wallstreet-the-color-of-money-replay.html?e9s=src_v1_s%2Csrc_v1_s_o&sci=e9473b97-5241-472d-a848-0bf18daac052
Schedule a consultation today!
https//cortezwm.com
Learn More About America First Retirement
https//americafirstretirementplan.com/
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https//privateinsuredaccount.com/
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