Last week’s blog post, “Do or Die” Redux, recounted previously posted thoughts to consider during weak markets. As I said then, “As long as we are comfortable with your time horizon and risk appetite, I do not recommend selling now. If you sell now, it will be more difficult to recover the lost market value. Given the recent weakness in the markets, this is a good time to evaluate your lifestyles and to do more planning for the future…”
To that end, please see my short 5-minute video blog from last November where I quickly preview the investment planning for retirement that I do for Dattilio & Ash clients. In it, we model projected income, expenses, goals, and investment assets across 1,000 different investment scenarios to calculate your personalized “probability of success”. We are happy to create or update a plan for you as needed.