FORT MYERS: What are the most effective bond-alternatives?

Retirement by Design: Fort Myers 13450 Parker Commons Blvd, Suite 103, Fort Myers, FL, United States

Bonds, for long considered an essential part of a balanced portfolio, have been providing disappointing results for several years. Given the current low-yield environment, bond returns for the next several years will likely be based entirely on yield. Stocks have beaten bonds by a wide margin over long periods of time. When we are young,…

ESTERO: Understanding Market Corrections

Connors Steak & Seafood 10076 Gulf Center Dr, Fort Myers, FL, United States

Join us for a timely educational event and receive answers to these questions: What is a Market Correction? What triggers a Market Correction? What does a Market Correction mean for my investments? What should I do during a Market Correction? It is no secret that those who educate themselves will be best prepared for a…

FORT MYERS: Has Your Retirement Plan Changed to Meet the Times?

Ruth's Chris Steakhouse 23151 Village Shops Way, Estero, FL, United States

No One Makes Mistakes on Purpose! Are you asking yourself these questions? Register today to learn more about these topics: 1. “The Washington D.C. Effect” – How will the political environment and legislation changes affect your retirement? 2. Taxes and the IRS – How much of my retirement accounts are really mine to keep? 3.…