Nick Hopwood, CFP of Peak Wealth. Nick and his team of CFP's have been helping their clients retire with peak confidence for 25 years. Check out the "Trust the Plan" podcast - just search out Nick Hopwood in your favorite podcast app.
1. During the debate when Biden started stumbling, stock market futures moved higher immediately. The market wants trump.
2. Let's talk about the sequence of returns risk. What if you retire in 1990 vs 1999?
3. See attached chart - PLEASE SHARE ON SCREEN. When the SP 500 is up double digits in the first half of the year, the second half of the year sets up bullish.
4. Commodities - a lot of Gruber fans ask me about gold. Most advisors just recommend stocks and bonds for their portfolios, but we embrace alternatives such as commodities, real estate, private equity, and private credit.
5. Retirement age - suppose you build a plan which requires you to work until 65. But then your spouse becomes disabled and you get downsized and you are only 60. You want to work, but you just can't anymore. what can we learn from this?