Real Life Retirement™ Services
Adapting investment strategy to weather market volatility
What worked for Ron?
- Ron was perpared to change his plan when the market called for it.
- Ron took a hands-on role in managing his investments.
- Ron had to make some adjustments after retiring in 1999.
- After the volatile market of 2000-2002, Ron learned some valuable lessons.
"In late 1999 I retired with what I thought was a comfortable nest egg. Then the bear market of 2000-2002 happened. Since I relocated from California to Florida returning to work with my former employer was not a viable option."
"Three years of reduced spending and many sleepless nights, my portfolio recovered to about 90% of it's prior value. I started a CD and bond ladder over the next several years. When 2008 hit, I only had about 20% in equities. My company pension and Social Security have kicked in, which reduces my withdrawals from investments to less than 4%.”
“The 2000 bear market taught me a valuable lesson about market volatility.”
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We thank Ron for sharing what worked for him. His words have been edited. The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. Examples provided are for illustrative purposes only and not intended to be predictive of future results.
The types of financial transactions mentioned may not be suitable for everyone. Each investor needs to review a transaction for his or her own particular situation. Data contained here is obtained from what are considered reliable sources; however, its accuracy, completeness, or reliability cannot be guaranteed.
All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Examples provided,
including statistical simulations, are provided for illustrative purposes only and are not intended to imply future results you should expect to see. Past performance is no guarantee of future results.