Newsletter

Financial Planning Newsletter June 2021

June 25, 2021

The longest-ever bull market came to an end when the coronavirus pandemic began, and though the markets recovered quickly, the downturn highlights the importance of the issues covered in our latest financial planning newsletter. First, we discuss how retirees can navigate the challenges of retiring during a down market and an important strategy that can help ensure financial longevity. Secondly, we provide an overview of investment risk and highlight how important it is for investors to be aware of their personal risk tolerance.

To read the Financial Planning Newsletter, click here.