Are you doing the right thing to retire successfully? Interview with Dr. David Blanchett – Season 1: Episode 1
It was quite a ride in 2020. But regardless of where the markets are now, or have been, the financial goals for many people likely remain the same: enjoy retirement to the fullest, and don’t run out of money, before they run out of time.
Of course, there are no guarantees that every one of your goals will be realized; life just doesn’t work that way. The key is to set yourself up so that the potential for success is there — and to enlist the help of someone who works toward making it happen.
What are some of the most common mistakes people make in their financial portfolio? If you have 10, 15 or more years to retirement, what are the steps YOU should take to strive to manage financial success?
Dr. David Blanchett, CFP®,CFA® , and head of the retirement research division of Morningstar Investment Management, spoke recently with Lucia Capital Group advisor Chris Panagiotu, CFP® , CRPS® , about market strategies for 2021, maintaining focus on your goals, and how a financial advisor may add potential value to your overall retirement savings.
Important Information:
Different types of investments and/or investment strategies involve varying levels of risk, and there can be no assurance that any specific investment or investment strategy (including the investments purchased and/or investment strategies devised by Lucia Capital Group (“LCG”)) will be either suitable or profitable for a client's or prospective client's portfolio, thus, investments may result in a loss of principal. Accordingly, no client or prospective client should assume that the presentation (or any component thereof) serves as the receipt of, or a substitute for, personalized advice from LCG or from any other investment professional.
You should always seek counsel of the appropriate advisor prior to making any investment decision. All investments are subject to risk including the loss of principal. This material was gathered from sources believed to be reliable, however, its accuracy cannot be guaranteed.
These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.
Christopher Panagiotu is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC. The investment professionals are affiliated with LPL Financial and are conducting business using the name Lucia Capital Group, a separate entity from LPL Financial. David Blanchett is not affiliated with Lucia Capital Group nor LPL Financial.
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