Mailbag - Bear Market Investment Questions

The bear is roaring and eating away at stock and bond returns. What's an investor to do?

Hear Kevin Kroskey, CFP®, MBA  and Tyler Emrick , CFA®, CFP®  discuss common investment questions clients are prospective clients are asking:  Should I decrease risk? Should I increase cash? Is cash better to own than bonds? Should I consider a CD or fixed annuity? Is it okay to make a strategy change or hire an advisor when markets are down?

 

Key points on this episode: 

1:45 - Should we sell out at this point?

5:39 - Preparation is so important

8:47 - 'Coupon Kroskey'

9:58 - Cash vs Bonds

16:37 - Fixed interest rate products

21:27 - Bad time to move money?

26:49 - Other items to have on your list

 

Learn more about our Retire Smarter Solution™: https://www.truewealthdesign.com/ep-45-retire-smarter-solution/

 

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