Bonfire of the Sanities - Reset Your Retirement Portfolio for Today’s Financial Lunacy

The retirement landscape is changing. Don't let yourself get left behind.
The year 2020 brought about dramatic changes that have impacted the U.S. and the entire world, affecting different areas of our lives from financial markets, freedoms, fuels, and the future. The retirement landscape in particular is continuously evolving, and retirement portfolios must be managed effectively to avoid losses and recognize opportunities.
Investors can no longer rely solely on computer-simulated allocations or robo-advisors that use algorithms to direct allocations. The current economic environment requires ongoing monitoring of changes to an investor's needs and the external environment.
In Bonfire of the Sanities, author and retirement advisor David Wright outlines the unfolding economic landscape and the increasing regulatory changes to teach you how to

• identify the various paths available for retirement investments,
• implement risk-limiting tools to protect yourself from sudden surprises,
• recognize new initiatives or regulations early and take advantage of them,
• control what you can and actively watch your finances, and
• find the correct professional to oversee retirement portfolios or implement risk-limiting tools to take advantage of high-potential investments while protecting your accounts.

Investors must be vigilant to recognize shifts, more so now than ever before, and actively manage their portfolios to avoid losses and recognize opportunities.

List of contents

Acknowledgments
Introduction
Chapter One: What Retirees Need Most
Chapter Two: The Case for the Place for Stocks
Chapter Three: The Stock Market's Bad Habit
Chapter Four: Wall Street Pros and Wall Street Foes
Chapter Five: Financial Lunacy
Chapter Six: Retirement Life
Chapter Seven: Assessing Needs
Chapter Eight: Financial Tools
Chapter Nine: Matching Needs With Risk
Chapter Ten: Go it Alone or Choose a Financial Advisor
Chapter Eleven: How I Run My Practice
Chapter Twelve: Stories from Behind Closed Doors
Encore: Active Management for a Changing World

About the author

DAVID M. WRIGHT, president and owner of Wright Financial Group, CLU, ChFC®, is a thirty-plus-year veteran in the financial services industry, working with individuals, families, and businesses in many different financial areas. He is Series 65-licensed, specializing in working with those nearing or in retirement. He has helped hundreds of people maximize the utility of their money with non-stock market, income-generating financial products.
David currently resides in Sylvania, Ohio, with his wife, Marcia. He has two sons and two beautiful grandchildren, Olivia, Jacob and Ethan. In his downtime, he enjoys singing at his church, playing golf, and relaxing with his family.

Summary

The year 2020 brought about dramatic changes that have impacted the U.S. and the entire world, affecting different areas of our lives from financial markets, freedoms, fuels, and the future. The retirement landscape in particular is continuously evolving, and retirement portfolios must be managed effectively to avoid losses and recognize opportunities.
Investors can no longer rely solely on computer-simulated allocations or robo-advisors that use algorithms to direct allocations. The current economic environment requires ongoing monitoring of changes to an investor's needs and the external environment.
In Bonfire of the Sanities, author and retirement advisor David Wright outlines the unfolding economic landscape and the increasing regulatory changes to teach you how to

• identify the various paths available for retirement investments,
• implement risk-limiting tools to protect yourself from sudden surprises,
• recognize new initiatives or regulations early and take advantage of them,
• control what you can and actively watch your finances, and
• find the correct professional to oversee retirement portfolios or implement risk-limiting tools to take advantage of high-potential investments while protecting your accounts.

Investors must be vigilant to recognize shifts, more so now than ever before, and actively manage their portfolios to avoid losses and recognize opportunities.

Product details

• Authors: David Wright
• Publisher: Ingram Publishers Services
• Languages: English
• Product format: Hardback
• Released: 12.12.2023
• EAN: 9781642257274
• ISBN: 978-1-64225-727-4
• No. of pages: 172
• Subjects: Guides > Law, job, finance; Business & Economics / Personal Finance / Investing, Business & Economics / Personal Finance / Money Management