Protected Growth of Assets

As a result of working exclusively with pre- and post-retirees for over a threes decades, we have learned that this is not the time in your life to put your asset principal at risk in the stock market. In 2008, when many Americans lost as much as 40% of their retirement nest egg, not one of our clients lost a penny. If you are retired or nearing retirement, it is important that you have a complete understanding of the degree of vulnerability of your asset principal.

Regardless of your degree of clarity on your financial position or your level of satisfaction with your financial advisor, receiving a second opinion from The Goodwin Network will provide you with either: (1) Confirmation about your current financial position or (2) Valuable information about better options that are available to you that you never knew existed.

We are experts in helping clients assess what we call “safe money” options for growing their retirement assets. Unlike stocks, bonds, and mutual funds these safe money options provide 100% principal protection at all times. Yet, even though the downside risk is removed, there is still significant upside potential, unlike CDs.

However, before we discuss any options that may be available to you, we first sit down with you and truly listen to your concerns so that we can gain a complete understanding of every aspect of your financial needs. What our clients have benefited the most from over the past 30 years is the relationship of trust that we have built with each one of them.

For further readings on this topic reference the following:

(1) Richards, Carl. “Bonds: Higher Returns Equal Greater Risk.” The New York Times September 7, 2010.

(2) Levisohn, Ben. “History’s Debt Lesson. The ‘Safe-Haven’ Investment Isn’t Always So Safe.” The Wall Street Journal September 20, 2010.

(3) Mollenkamp, C. and Gongloff, M. “Bond Markets Get Riskier. Demand for High-Yield Junk Bonds Boosts Prices; Investor Protections Decline.” The Wall Street Journal September 20, 2010.