Retirement Success in the New Economy

Are you retired or about to retire? Big changes in the economic environment may have you wondering just how secure your future may be. Will you be able to sustain a comfortable life? Will your income keep up with inflation?

Having a stable and a secure investment foundation is the key.

The last 10 years has been described as the “Lost Decade” for the “Buy and Hold” investor. Most financial advisors were ill prepared to guide their clients through the extreme ups and downs of the market.  “Modern Portfolio Theory” and asset allocation strategies that were relied on by so many failed to protect investors. Rebalancing services such as those offered by the likes of “Financial Engines” also proved to be ineffective. Even after delivering such poor performance, the great majority of advisors continue to tout these failed strategies as the road to a secure future.

Retirement Investment Advice in the New Economy

The multitude of investors that made little or no gains in the last 10 years have one thing in common. They did not have an effective risk management strategy in place. We will further address this issue throughout our website. You will see that GWM offers a better way to invest. A way to invest that allows investors to have confidence in their future.

The economy has changed. The new economy presents us with issues and challenges that must be addressed. Investors that adapt will succeed; those that don’t may face a future less bright.

Successful investment strategies must now meet the following criteria:

Large Losses must be avoided.

Warren Buffet adheres to two simple rules… #1 Don’t Lose Money – #2 Don’t Forget Rule #1

GWM has very effective risk management systems in place. To support that fact, our clients would tell you they did not suffer large losses in the 2007-2008 bear market.

Returns must be sufficient to provide for your current and future needs.

With interest rates so low, US Treasuries, CDs and Money Market accounts are of little value. While safe, investing in such instruments over time will cause you to lose purchasing power.  The erosion of the dollar is an ever increasing risk. To grow your nest egg and maintain your purchasing power, a prudent investment plan is absolutely necessary.

GWM makes use of time tested and proven trend following strategies to safely grow client accounts. These very effective strategies strive to capture great returns by participating in the cyclical uptrends that naturally occur in the market and by avoiding the cyclical downtrends.

GWM has nearly 30 years experience in helping clients successfully and safely grow their accounts.

Minimize Stress – Delegate Complexity

The world has become much more complex. Gone are the days of simply buying a good no-load mutual fund and holding it for the long-term. If the last 10 years has taught us anything, it has taught us to stop doing what is not working.  The ever growing complexities have made the ongoing investment decision process difficult and definitely more stressful. Why not make one investment decision instead of many?

GWM Private Investment Management could be the key

After choosing a suitable “GWM Model Portfolio” your highly qualified Private Investment Manager makes all ongoing day to day investment decisions for your benefit. GWM investors are relieved of the stress and rigors of managing their own money. Clients are freed to pursue life’s more important endeavors.

We encourage you to read the “How we are Different from our Competitors” section and then contact us for a Free Telephone meeting.

Request a Free Telephone Meeting to Discuss Your Retirement Choices

For a free telephone meeting, fill out the form below and we will contact you by phone to see if working together is a good fit for both of us : 

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Retirement Success in the New Economy

Are you retired or about to retire?

Big changes in the economic environment may have you wondering just how secure your future may be. Will you be able to sustain a comfortable life? Will your income keep up with inflation? Having a stable and a secure investment foundation is the key. Read More»

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