In recent years, we’ve seen that aggressive and conservative investments, both domestic and global, can move in tandem with one another. In other words, we have experienced market scenarios in which there is very little safety anywhere — even for diversified portfolios.
Twenty-first century asset protection calls for more than just strategic asset allocation. Rather, our portfolios must be defensive in nature and actively respond to systemic risks that can decimate other portfolios. In addition, we seek out investment instruments that can protect your portfolio from negative returns early in retirement as well as hedge against inflation. These methods are generally considered to be a more effective means of protecting assets.
Diversifying your retirement assets among a variety of vehicles, including defensively positioned investments and inflation-hedged guaranteed income solutions, depending on what is appropriate for your situation, may offer you the best chance of meeting your retirement income goals throughout your lifespan.
Schedule a Meeting
Contact Lang Capital today for a no-obligation consultation to see if an asset protection plan is right for you. Contact us online or call us at (843) 757-9400 (Hilton Head) or (803) 547-7853 (Charlotte) today!
Neither the Company nor its agents or representatives will or may give specific federal or state tax, legal or accounting advice. While we discuss “planning” in these areas, individuals are expressly and specifically directed to seek and rely only upon the advice of legal counsel or a Certified Public Accountant in regard to the tax or legal aspects of any transactions or matters. To ensure compliance with requirements imposed by the IRS, we inform you that any advice given is not intended to be used, and shall not be used, for the purposes of avoiding penalties under the applicable revenue codes or for the purpose of marketing or recommending to another person and/or entity any transaction or matter contained herein.
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It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.