Author: Morningtide

Home / Articles posted by Morningtide
Posted on March 7, 2024
Investing, Patriot Wealth Management

Watch as Erin Kennedy and Wes White from Patriot Wealth discuss retiring into a bear market. They address the issue of sequence risk, which refers to negative rates of return early on in retirement. Wes White suggests that retirees should have a plan to alleviate this risk, such as having core income needs covered by sources other than market-based investments. He also mentions using annuities to transfer some risk to an insurance company. Kennedy emphasizes the importance of having multiple income streams...

by
0
Posted on February 28, 2024
Investing, Patriot Wealth Management

Watch as Erin Kennedy and Wes White from Patriot Wealth discuss the 60/40 portfolio model and its effectiveness in the current market. The 60/40 model refers to a balanced approach where 60% of the portfolio is invested in growth-oriented assets and 40% in fixed-income assets like bonds. Wes White explains that while he feels better about the 60/40 model now compared to a year ago, risks are still involved, particularly in rising interest rates. Bonds, which make up the portfolio’s 40% fixed...

by
0
Posted on September 1, 2020
Patriot Wealth Management

LIFE LESSONS FROM ‘GEET’ Noah is one spoiled little boy. He’s the first grandchild on my wife’s side of the family and my parents’ third grandchild — and the advent of Amazon and the ability for grandparents to send gifts directly to our house has not been wasted on Noah! But beyond gifts and toys, I believe Noah is very lucky for another reason. He’s fortunate enough to have all his grandparents ...

by
0
Patriot Wealth

Copyright © Patriot Wealth Management. All rights reserved.

Contact

4350 Lassiter at North Hills Ave, Suite 240, Raleigh, NC 27609

919.322.4113

info@patriotwealthnc.com

Disclaimer

Investment Advisory Services offered through Retirement Wealth Advisors, (RWA) a Registered Investment Advisor. Patriot Wealth and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Patriot Wealth and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors, Inc.

Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A item 4, for additional information.

 

Website designed and developed by Morningtide Design, LLC.