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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...

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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...

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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.

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