Can Your Portfolio Afford Another Crash?

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James J Puplava CFP

The stock market is hitting record highs, consumer confidence is the strongest in 10 years, and most believe the economy is doing well. Is this the time to take profits and cash out? In today’s Lifetime Income podcast, we discuss the impact stock market crashes can have on an investor’s portfolio and how this ties to our overall outlook on where we are in the market cycle. For this week’s case study, see “From Life Insurance to Estate Planning” (click here for pdf) or follow along with the slides below.

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About James J Puplava CFP