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5610 Ward Road, Suite 300 Arvada, CO 80002
9200 E. Mineral Avenue Centennial, CO 80112
Phone: 303-252-0852
Website: www.walshfinancialsolutions.com
May/June 2018
Too Conservative?
Is there such a thing as investing too conservatively?Inflation Risk
Having too conservative an investing approach, even if you’re nearing retirement, presents a risk of a different type — of your retirement money not keeping up with inflation. While inflation has been relatively tame in recent years, history shows that it can and will spike, as it did in the early 1980s when double-digit inflation ruled. Because the economy is cyclical, it is important to review your portfolio annually, at least.1% Matters
Having your retirement money in a bank savings account may be secure because it is federally insured up to certain limits, but you’ll fall behind if you’re earning just pennies — even when inflation is as low as 2%. Other investments, such as those issued by the U.S. Treasury, are guaranteed by the United States government and can offer more.Make Up with Time
If your time horizon is years away, you may want to revisit your investment strategy. While past performance won’t predict future results, time has always smoothed out volatility in the stock market. Talk with your financial professional to ensure you invest in a way that’s best for you and your goals.
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Advisory Services offered through Walsh Financial Solutions or Vanderbilt Advisory Services. Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Walsh Financial Solutions and Vanderbilt Securities, LLC are separate and unaffiliated entities. Clearing agent: Fidelity Clearing & Custody Solutions. Insurance Services offered through Vanderbilt Insurance and other agencies. Supervising Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 631-845-5100
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