With the Dow up
almost 15% measured from days before the November 8th election to the middle
of February, which is equivalent to an annualized return of almost 60%, the
question becomes is this the time to reassess the way your retirement savings
are allocated. Here are ten facts which don't always make their way to main
street, but have significant impact on that question.
We are living in an unconventional world mired with extreme uncertainty, all of which are currently being dismissed by the market. In such an unconventional world, one should not approach his or her investments or investment management with conventional tools. The euphoria in the stock market today is reminiscent to me of similar emotions and confidence in real estate before the implosion. Notwithstanding the lowest interest rates in recorded history and the rally in asset prices, most people's homes today are still pretty far below their valuations reached a decade ago. History may not necessarily repeat, but it rhymes. I am always happy to help with outside the box thinking and strategies most appropriate for current market conditions and risks.
Wishing you all the best,
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The economic forecasts set forth in this material may not develop as predicted.
At Gann Partnership, we have two separate and distinct, yet
uniquely complementary functions. In one of these functions, through LPL Financial we provide objective, unbiased financial planning and active investment management for individuals, families, and businesses. We do not believe in the ubiquitous, yet simplistic asset allocation pie chart models that do not address risks and opportunities that exist in real time. We do not ascribe to a simple buy and hold (otherwise known as buy and hope) approach. We believe that true diversification incorporates assets and strategies beyond long-only stock and bond investing. And, we believe that different market conditions demand different strategies and types of investments. We take great pride in our research and our record of delivering investment products and strategies for which only few have ever been previously
educated or exposed.
In our other capacity, we leverage and combine our financial planning, tax and estate planning as well as active investment management knowledge and experience to serve as a certified divorce financial analyst. In this capacity, we are guided
by the principle that even if marriage is not forever, family is. How a couple handles this most challenging chapter of its life will have a direct and permanent impact on the family unit. And, since separation and divorce are all about family preservation, finances, and division of property, a team-oriented approach that incorporates financial planning specifically as it relates to issues surrounding separation and divorce helps to assure the most favorable
outcome for all parties.