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
April 2014 - As of March 31st, the S&P 500 has gone 909 calendar days (i.e., from 10/03/11 through and including 3/30/14) without a 10% or greater drop in the index, the 5th longest stretch without a double-digit pullback in the last 50 years. In the last 80 calendar years (1934-2013), the S&P 500 has experienced a double-digit total return percentage loss just 9 times. Only 3 of the double-digit drops occurred in the last 39 years, most recently in 2008.