Personally Invested In Your Future™

Is Your Retirement Ready for a Recession?

Until this year, we had experienced a very strong economic expansion and one of the longest bull markets in history. However, the first quarter of 2020 was one of the worst in the history of the stock market.

Have you reviewed your financial situation in light of a potential downturn to consider what changes could be made to lessen the downside risk? We have created a proprietary tool called a Recession Prep Scorecard™ (click here to see an example) that is designed to assess your own situation and provide an individualized score that reflects your preparedness for a recession.

GET YOUR OWN RECESSION PREP SCORECARD™:

Just provide your contact information below and we’ll follow up with you to get the information needed to create your own Recession Prep Scorecard™

 

For more information, watch our webinar below which covers four main points:

  1. Commentary on the Economy & Coronavirus
  2. The Resilience of the Stock Market
  3. The Impact of Volatility for Those Nearing Retirement
  4. How to Prepare for a Recession & Stress-Test Your Portfolio

CLICK HERE TO DOWNLOAD THE SLIDES