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.
Welcome to the updated Financial Sense! We hope you enjoy the new experience.
We have changed payment processors, so any existing renewals will need to be re-subscribed after expiration. You will receive an email when this happens. Also Subscriber Feeds for iTunes and RSS have changed. Visit your Subscriber Features to find updated information.