The Retirement Spectrum

The S&P 500 Mirage: Why Record Highs Are Making Advisors Cautious


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Is your retirement strategy built on a financial optical illusion? As the S&P 500 hits record highs, Spectrum Wealth Partners’ Alan Cohen explores why massive market momentum might actually signal time to take chips off the table. He breaks down the hidden risks of popular "set-it-and-forget-it" target date funds, reveal why high interest rates have created a golden age for self-funded pensions, and explain how to bulletproof your portfolio against the ultimate retirement expense: taxes. Learn how a complimentary "portfolio x-ray" can expose your dead money before the next market pullback.

To learn more about Alan and the team at Spectrum Wealth Partners, go to www.spectrumwp.com.

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The Retirement SpectrumBy Alan Cohen