marketing volatility
TRANSCRIPT
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Kip Prahl Associates
The road toward retirement security:
Presented by:
Don Recker and Bob Pascuzzi
Creative Planning Advisor866-909-5148
www.the401kadvocate
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• Look back to 2008
• Current Market Activity
• Taking the right steps
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Six Steps to help cope with market volatility
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Six Steps
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Maintain Long-Term Perspective
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Creative Planning, Inc.Creative Planning, [email protected]@thinkingbeyond.com
(913) 338-2727(913) 338-2727
While investors added a record $230 billion into:
In 2002, investors pulled a record $27 Billion out of:
Irrational behavior led many investors to do the
exact opposite of what was required in both instances.
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The markets ups and downs
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Six Steps
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Investment Fund Mapping
Map to similar investment options
Stay fully invested in the market
Maintain your current investment strategy
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Income from government-sponsored programs
Sources for Retirement Income
Source: Social Security Administration 2008
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Plan Information
• Your employer’s retirement plan
• Plan basics
– Part I: Contributing
• Maximize Match
• Maximize Contributions
– Part II: Investing
• Disciplined Approach
• Working with us
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Identifying Risk
Diversification
The following charts illustrate diversification. Chart A is an example of a portfolio with investment options in only one asset class, and Chart B is an example of a diversified portfolio with investment options across asset class categories.
This chart is for illustrative purposes only.
No investment strategy, such as diversification, can guarantee a profit or protect against loss in periods of declining value.
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What Type of Investor Are You?
Do-it-myself Do-it-for-me
• You may have time to regularly monitor investment options and rebalance as needed
• You may feel comfortable with concepts of investing
• You may want to be very involved in retirement planning
What type of investor are you?
• You may not have time to monitor investment options
• You may not feel comfortable with concepts of investing
• You may not have time to rebalance regularly
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Do-it-myself
Choose from the investment options available
• Evaluate your tolerance of risk
• Adjust for your time horizon
• Establish a rebalance schedule
• Monitor periodically
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CP Model Portfolios(Risk Based)
-Investment selection based on risk
-Strategic rebalancing
- Multiple fund families
- Actively managed by Creative Planning Registered Investment Advisor
-Creative Planning recognized in Worth and Barron's magazines as a leader in the industry
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“Be fearful when others are greedy and be greedy when others are fearful.”
- Warren Buffett
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Questions regarding your investment options or choices contact:
Don Recker
913-754-1365
1-866-909-5148