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Meeting Investment Challenges

You may face several challenges to successfully reaching your goals, such as market volatility and the emotions this unpredictability may cause. And there are the larger economic issues of inflation, low interest rates and high taxes that can create additional challenges.

Fortunately, we provide a wide range of investment strategies that can help you address these challenges and keep your investment plan on track.

 

Strategies for Success

Consider these common challenges and some corresponding strategies to address them:

 

Longevity.

Thanks to healthier lifestyles and advances in health care, people today are living longer than ever. Will your money last as long as you do?

Strategy: If you’re anxious about the possibility of outliving your assets, a investing for a rising income could be a strategy to consider. Your financial professional can suggest suitable income investing strategies for your situation.

 

Income.

Interest rates have been declining for years. Are your investment generating enough income for your needs?

Strategy: Your financial professional can provide you with strategies to address your income needs. Your financial advisor can also help you implement risk-control strategies designed to buffer downturns in the capital markets, as well as participate in growth potential when markets are on the rise.

 

Volatility.

What would a market downturn do to your retirement savings? Is there a way to protect yourself?

Strategy: Your financial professional can help you implement specific investment strategies that are designed to respond effectively to changing market conditions.

 

Inflation.

Higher prices steadily erode the value of what your dollars will buy over time. Do you have a strategy in place to counter the effects of higher inflation?

Strategy: To help counter the effects of inflation, you may want to consider certain investment strategies as part of your overall portfolio that are specifically designed to appreciate when inflation rises.

 

Taxes.

Capital gains taxes can put a significant drag on the portfolio performance of investors with taxable accounts. What will you do if taxes increase?

Strategy: If the possibility of higher taxes has you concerned, your financial professional can help you implement a potentially effective strategy called tax harvesting.

 

In these uncertain and volatile times, you need professional advice and guidance more than ever. The good news is, your financial professional can help you address these concerns by developing a sound financial program designed to help you get where you want to go.

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