Skip to main content

Vlog #140: Decoding the Order of Returns


This week on Money Unleashed, we’ll work through the sequence of returns, and how it could affect your savings at different stages of planning. Learn more about Hoffman Financial Group’s services here: Download “Money Unleashed” episodes on: Apple Podcasts: Google Podcasts: Spotify: iHeart Radio: Catch Chris Hoffman on TV and radio at DISCLOSURE: Investment advisory services offered through Brookstone Wealth Advisers, a registered investment advisor. Insurance and annuities offered through Hoffman Financial Group, Inc., GA Insurance License #163546. This information is designed to provide general information on the subjects covered; it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Hoffman Financial Group and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney. Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer in any way to securities or investment advisory products or services. Fixed insurance and annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Brookstone Wealth Advisors, Inc....(read more)



LEARN MORE ABOUT: Retirement Annuities
REVEALED: How To Invest During Inflation
HOW TO INVEST IN GOLD: Gold IRA Investing
HOW TO INVEST IN SILVER: Silver IRA Investing
In Vlog #140, we discuss the sequence of returns and why it's important to understand this concept when investing in the stock market. The sequence of returns refers to the order in which investment returns occur over a period of time. Let's say you start investing in the stock market at a young age and continue to invest consistently for several years. Over time, the market will experience both positive and negative returns. However, the sequence in which these returns occur can greatly impact your investment portfolio. For example, let's say that you experience negative returns during the first few years of your investment journey. If you were to withdraw funds during this time, your overall investment portfolio would take a significant hit. Conversely, if you were to experience positive returns during the early years of your investment journey, your portfolio would likely grow to a much greater extent. Understanding the sequence of returns is important because it can help you make informed investment decisions. For instance, you can adjust your investment strategy based on market conditions in order to minimize the impact of negative returns. One way to minimize the impact of negative returns is by diversifying your portfolio. Investing in a variety of asset classes, such as stocks, bonds, and real estate, can help spread your investment risk. Additionally, holding onto your investments for a longer period of time can also help mitigate the impact of negative returns. Overall, the sequence of returns is an important concept to understand when investing in the stock market. By being aware of the order in which investment returns occur, you can make informed investment decisions that can help protect your portfolio from market volatility. So, be sure to take the time to understand this concept and adjust your investment strategy accordingly. https://inflationprotection.org/vlog-140-decoding-the-order-of-returns/?feed_id=97623&_unique_id=64616dd6d7dc8 #Inflation #Retirement #GoldIRA #Wealth #Investing #401k #atlantafinancialadvisor #atlantafinancialservices #atlantataxplanning #bearmarket #ChrisHoffman #compoundinterest #financialadvisor #FinancialPlanning #financialplanninginatlanta #FinancialServices #howtoprepareforretirement #pension #retirees #Retirement #retirementinvestment #retirementplanning #retirementsavings #retirementstrategy #returnoninvestment #sequenceofreturns #taxes #wealthmanagement #RetirementAnnuity #401k #atlantafinancialadvisor #atlantafinancialservices #atlantataxplanning #bearmarket #ChrisHoffman #compoundinterest #financialadvisor #FinancialPlanning #financialplanninginatlanta #FinancialServices #howtoprepareforretirement #pension #retirees #Retirement #retirementinvestment #retirementplanning #retirementsavings #retirementstrategy #returnoninvestment #sequenceofreturns #taxes #wealthmanagement

Comments

Popular posts from this blog

"Is Birch Gold Group a Reliable Choice for Your 2023 Gold IRA Investments?" - A Quick Review #shorts

In this Birch Gold Group review video, I go over what makes this Gold IRA company unique, the pros and cons, their fees, minimums, and much more. Get their free guide here: 👉 FREE Resources: ➜ Gold IRA Company Reviews: Birch Gold Group boasts high ratings from consumer advocate groups. With an A-plus rating from the Better Business Bureau, a triple-A rating from the Business Consumer Alliance, and high marks from Trust Link, Trustpilot, and Google Business, Birch Gold is a top choice to trust your hard-earned retirement savings. Birch Gold Group’s low initial investment minimum is another edge it has over its competitors whose minimums can range from $25,000 to $50,000. A beginning $10,000 minimum investment is all that is required to start a GOLD IRA with Birch which is advantageous for first-time investors. Spanning nearly two decades, Birch Gold Group’s mission and philosophy focus on a commitment to understanding your needs and finding the right fit for ...

Birch Gold Group Review 2023 – Best Gold IRA Company? Pros and Cons

In this Birch Gold Group review video, I go over what makes this Gold IRA company unique, the pros and cons, their fees, minimums, and much more. See chapters in the description. Get their free guide here: 👉 FREE Resources: ➜ Gold IRA Company Reviews: Chapters: 0:00 - Intro 0:26 - Is Gold a Good Investment? 1:03 - What is Birch Gold Group? 1:37 - IRA Eligible Coins 1:59 - Is Birch Gold Group a Legitimate Company? 2:50 - How Does Birch Gold Group Work? 3:34 - Birch Gold Group’s Fees and Investment Options 4:02 - Birch Gold Group Low Minimum Investment 4:29 - Birch Gold Group Storage and Security 5:34 - Con #1 – No Overseas Storage Options 5:49 - Con #2 – Initial Setup Fees 6:02 - Birch Gold Group Review Summary Birch Gold Group boasts high ratings from consumer advocate groups. With an A-plus rating from the Better Business Bureau, a triple-A rating from the Business Consumer Alliance, and high marks from Trust Link, Trustpilot, and Google Business, Birch...