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What type of firm AND advisor you should be working with in retirement.
Why your advisor's firm is likely limiting YOUR access to quality investments.
Why most advisors, and their "managed accounts" do NOT provide protection to their clients.
Why the current market is a major risk to your ability to stay retired.
The endowment strategies most retirees don't have access to.
"Most advisors are unable to offer these solutions. Unfortunately, millions of retirees will pay the price."
The 5 most important questions to ask your advisor.
Over the last 50 years, the S&P 500 has officially corrected 29 times. Of the worst 6, on average, the market lost 40% of its value... retirees with access to ONLY stocks, bonds, and mutual funds are going to get slaughtered. With the right firm, the box of options is much larger.