Retirement Planning for San Diego
"Saving for retirement is only half the challenge. Developing a plan to help make your retirement money last a lifetime is the other half."
At SagePoint Financial, most of our clients are either planning for, or are already in retirement and want to make sure they don't outlive their assets. Our clients are typically patient investors, have long term horizons and believe in the growth of the world’s economies over time.
Office News and Notes........
Weekly Market Update - Click here for our weekly market commentary
August 2014 - The total market capitalization of the U.S. stock market was $23.9 trillion as of June 30, 2014. At its bear market low on March 9, 2009, the total market capitalization was $8 trillion.
Source: Standard and Poor's
Indexes are unmanaged and investors are not able to invest directly into any index. Past performance does not guarantee future results.