Are we in a super-bubble? What exactly is a super-bubble?
According to 50-year legendary investor veteran Jeremy Grantham in a recent MarketWatch
feature – we are possibly heading for a superbubble meltdown. It’s considered a superbubble
because this one is spanning across all assets including stocks, bonds, real estate, and
If you are young enough and have time to recover – no need to panic – your portfolios have time
on their side to recover.
But if you are nearing retirement or already retired, you may want to think about protecting what
you will need to use for income. If there is a major correction and you need that money now to
live your portfolio has less chance to recover and you increase the chance of running out of
One solution to this is a volatility buffer. What is a volatility buffer? It is an asset not tied to the
markets that can’t go down. Volatility buffers can include options like a savings account, money
markets, cash value life insurance, which is also tax-free by the way, a fixed indexed annuity
among several other things.
Having a volatility buffer strategy in pace can help ensure you live your best life in retirement!
Learn More About IFW’s Retirement Planning Education Services
The IFW provides valuable financial education, resources, and services that help people live their best life.
Please remember, be mindful of the messenger that positions certain products or services as “always” bad or “always” perfect. The fact of the matter is there are no “bad products” or “perfect products”. The right product is the one that aligns with your goals and objectives.
The Institute of Financial Wellness believes when it comes to financial decisions; never say “Never” never say “Always”…It Depends.
Rees Bridges brings a unique value to the IFW as both a highly accomplished creative professional and a successful financial services executive to serve in his role as Senior VP, Marketing & Communications.
Over the last decade Rees has served as the lead marketing & communications professional for a Fortune 500 Financial Services firm. He oversaw all advisor marketing strategies, client communications, and the entire firms branding and marketing initiatives.
Rees continues to pursue his passions as a creative professional & musician for over 30 years, with an impressive profile and reputation as a designer, performer, teacher, and studio musician. Here is a little secret: He serves in the role as an international clinician for Mapex drums, Paiste Cymbals and held the record for world’s fastest drummer between 2006 and 2007.
Rees grew up in London, England and currently resides in Miami, Florida. When not at work, he enjoys spending time with family and friends, traveling, and indulging in his passions for music and creative pursuits.