5 Effective Retirement Income Strategies for a Volatile Market
Watch Jesse Giordano, CFP® unpack some key strategies for building a retirement income portfolio that can go the distance.
At Opal Wealth Advisors, we build retirement portfolios that help our clients navigate volatility so they can live the retirement they love. We begin by clarifying your retirement goals, then we create a plan to help achieve them despite volatility—and we’re with you every step of the way. Connect with us today to start planning for your future.
Download Presentation Slides
Short on time? Feel free to download the presentation slides and go through at your own pace.
Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Opal Wealth Advisors, LLC (“OWA”), or any non-investment related content, will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. OWA is neither a law firm, nor a certified public accounting firm, and no portion of its services should be construed as legal or accounting advice. Moreover, you should not assume that any discussion or information contained in this presentation serves as the receipt of, or as a substitute for, personalized investment advice from OWA. Please remember that it remains your responsibility to advise OWA, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. A copy of our current written disclosure Brochure discussing our advisory services and fees is available upon request. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.
Historical performance results for investment indices, benchmarks, and/or categories have been provided for general informational/comparison purposes only, and generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results. It should not be assumed that your OWA account holdings correspond directly to any comparative indices or categories. Please Also Note: (1) performance results do not reflect the impact of taxes; (2) comparative benchmarks/indices may be more or less volatile than your OWA accounts; and, (3) a description of each comparative benchmark/index is available upon request.