30 Year Historical Chart of the S&P 500

Do you feel uneasy by the daily gains and losses in the stock market?

Does the volatility have you concerned about your portfolio?

The above graph shows a 30 year historical of the S&P 500. The stock market is on its 11 year of a bull market. When markets are high many investors DO NOT feel diversification is necessary because they are riding the high that the market is giving them. In many cases this presents a false sense of reality as the market cannot stay high forever as history has shown us time and time again.

Retirees should be thinking about safer strategies and diversifying their retirement planning. With the ever changing economy, political events, global worries, and daily life many investors are taking more risk than they can afford to take.

Most retirees do not have a way to replenish the losses they could incur if they are not properly protected in a down economy. Many people saw the effects of a down turn in 2008/2009 with the Real Estate crisis.

Protection of assets and capital is key. Investors need to have downside protection: Diversify your portfolio, Long Term Investment strategies can offer appealing options, & Do you have longevity & cash flow within your existing portfolio?

At Classie Insurance & Investments we can put together strategies to meet your goals and show you true diversification. We can work together to determine what is right for your needs and personalize a plan to reach your financial goals and peace of mind. We look at your current assets 401K, IRA, Annuities, bonds, stocks, EFT’s, mutual funds, REITS, CD’s and your overall portfolio to put the best plan of action into play to work for you.

We look forward to exploring your options and you are welcome to visit our website for our upcoming seminar schedule or call us today for a FREE consultation 800-630-4299.