Retire While You Work® Podcast
Join us as we discuss various topics to help you find the path to viewing money as a means to the true currency, TIME, and learn how to build more memories and experiences.
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Join us as we discuss various topics to help you find the path to viewing money as a means to the true currency, TIME, and learn how to build more memories and experiences.
View All Episodes
What if you could do what you're passionate about and achieve a work-life balance? What if you were relieved of the pressure to have some massive amount saved?
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As we wrap up 2019, our Investment Committee had a long due diligence strategy session planning for potential 2020 strategy adjustments, in what will likely be an “interesting” year (did you know there was an election next year?? Ha-ha).
That being said, I wanted to share a few thoughts and notes, just so you can see where our mind is going into 2020:
Interesting Stats:
That’s all for now, just wanted to be proactive and share with you some thoughts as the year winds down. More to come after our early January Investment Committee meeting…. Until then, turn the TV off and spend time with loved ones! Happy holidays!
*Source: Morningstar as of 10/31/19. U.S. stocks represented by the S&P 500 Index, U.S. bonds by the BbgBarc US Agg Bond Index. For stock flows, U.S. stock funds are represented by a combination of the Morningstar category groups U.S. Equity Funds, and Sector Funds. For bond flows, U.S. bond funds are represented by the Morningstar Taxable and Tax Free Fund categories. Past performance does not guarantee or indicate future results. Index performance is for illustrative purposes only. You cannot invest directly in the index.
**Morningstar as of 11/30/19. Stock market represented by S&P 500 from 1/1/70 to 11/2019 and the IA SBBI US Large Cap Index from 1/1/26 to 1/1/70, Past performance does not guarantee or indicate future results.Index performance is for illustrative purposes only. You cannot invest directly in the index.
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