3 Keys Investors Can Use to Help Them Sleep Well at Night (SWAN) In Bear Markets

You'd have to go back to 1937 to find a worse year for a 50% stock/ 50% bond portfolio. 2022 has been a challenging year for some investors as consumers face inflation and the Fed's battle against it. In this episode, Wes discusses how the Fed is slamming its foot on the economic breaks and raising interest rates. He then covers how Americans are being impacted by inflation.

Anxiety comes hard and fast for investors and retirees during challenging times like today, so Wes walks listeners through three powerful keys to help them lower their stress and SWAN - Sleep Well At Night.

1. The Power of a Plan

2. The Power of Understanding Cash Flow

3. The Power of Diversification

Listen to hear how you can leverage these three powers to lower your anxiety levels and get back to focusing on retiring sooner.

This is provided as a resource for informational purposes and is not to be viewed as investment advice or recommendations.  This information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. The mention of any company is provided to you for informational purposes and as an example only and is not to be considered investment advice or recommendation or an endorsement of any particular company.  Past performance is not indicative of future results. Investing involves risk, including the possible loss of principal. There is no guarantee offered that investment return, yield, or performance will be achieved.  The information provided is strictly an opinion and for informational purposes only and it is not known whether the strategies will be successful. There are many aspects and criteria that must be examined and considered before investing.  This information is not intended to, and should not, form a primary basis for any investment decision that you may make. Always consult your own legal, tax, or investment advisor before making any investment/tax/estate/financial planning considerations or decisions.  Investment decisions should not be made solely based on information contained herein.

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