Get off the mutual funds roller coaster
Are you in your mid-fifties or older? Do you find yourself feeling worried or losing sleep over thinking about your retirement funds? Well, you are not alone. There are a whole lot of people who saw their retirement account drop 50% at the end of the 1990's only to have them build back up between 2004 and 2008 and then see them drop by another 50% in 2008. Those funds, for the most part, have come back up and today have good profits. The question is, do you have enough time to have it recover again if the market had another 50% drop?
There is an answer that could help preserve your assests and get you off the mutual fund roller coaster.
Most larger companies today allow for employees (59 1/2 years or older) to do an in-service rollover. That means you have the ability to move your funds out of mutual funds (where you are just one of many employees and therefore, generally speaking, do not get personal/individual help), and into a managed money account.
At our firm, Financial Investment Team, we manage client's funds for them-not for the group. We also set up financial and retirement plans to help you realize what retirement could look like for you.
Please call to set up a no obligation appointment. We look forward to meeting with you soon.
Investment advisory services offered through Financial Investment Team, Inc., an investment adviser registered with the state of Oregon. Securities offered through Peak Brokerage Services, LLC. Member FINRA/SIPC. Financial Investment Team, Inc. is a separate and independent entity from Peak Brokerage Services, LLC.
California Insurance Licenses OG28007, OE79360
Financial Investment Team
15350 SW Sequoia Pkwy., Ste. 150
Portland, Oregon 97224