Invest for Success

We've seen quite a bit of volatility in the financial markets in the first 5 months of 2022. For those getting ready to retire, this can be quite frightening. Today, Ted Buckley of Mooney Lyons and Jon Gay look at the small and big picture when it comes to starting your retirement.

Markets are often like headwinds and tailwinds - working with us or against us. Obviously, we are now facing headwinds when it comes to inflation, interest rates, and the market itself.

At the time of this recording (May 16th), the various indices are either in, or near, bear market territory, or a drop of 20% from their previous highs. While we can't predict the future, bear markets historically happen once every 5.4 years, and last just under 10 months.

Conversely, bull markets (a gain of 20%) historically happen more frequently and last longer than bear markets. They've occurred in 78% of the last 91 years, and last an average of 2.7 years.

With this knowledge in mind, the team at Mooney Lyons can help guide you through the various stages of wealth accumulation and retirement. This includes the build, the transition to retirement (2-3 years before retirement), as well as retirement itself.

Ted and the team at Mooney Lyons will consider your time frame, risk tolerance, and investment objectives - including preservation of principal, income, growth, and tax benefits.

Retiring in a down market can be difficult. It requires more strategy when it comes to funding your retirement, but also because of the psychological toll. That's why it's important to develop a plan and stick to it. This will help you avoid common pitfalls like chasing performance, reacting to headline news, loss aversion, and panic selling.

Mooney Lyons is currently offering a complimentary review of your investment portfolio. There's no cost or obligation. You can find out more by reaching out to the team at https://mooneylyons.com/

or by calling 847-382-2600. You can also send an email to [email protected].

Securities offered through Triad Advisors, LLC. Member FINRA/SIPC. Advisory Services offered through Triad Hybrid Solutions LLC, a registered investment advisor. Mooney Lyons Financial Advisors and Triad Advisors, LLC are not affiliated.

What makes Mooney Lyons different is their value proposition. Today, Keith Mooney explains the Mooney Lyons Wealth Management Formula.

Wealth Management = Investment Consulting + Advanced Planning + Relationship Management.

Specifically,

Advanced Planning = Wealth Enhancement + Wealth Transfer + Wealth Protection + Charitable Giving.

Throughout today's episode, Keith will explain each of these terms and how Mooney Lyons has cultivated a vast network of professionals - inside their firm and out - to take care of their clients' unique needs.

For more, call Mooney Lyons at 847-382-2600

Visit online: MooneyLyons.com

Or email: [email protected]

Securities offered through Triad Advisors, LLC. Member FINRA/SIPC. Advisory Services offered through Triad Hybrid Solutions LLC, a registered investment advisor. Mooney Lyons Financial Advisors and Triad Advisors, LLC are not affiliated.

Today, Jeff Scheider from Mooney Lyons takes a nonpartisan look at where the US Election stands 5 weeks out.

Jeff begins by offering some historical perspective on the last 80 years, and where we stand today.

We are certainly in for an election like we've never seen, between a large number of swing states, record mail in balloting, and both sides lawyering up.

We break down the three likely outcomes of the election and what each result could mean for the market and your finances.

• A Biden Presidency and Democratic Senate
• A Biden Presidency and Republican Senate
• A Trump Presidency and Republican Senate

Finally, we dig into the data. Is there really a difference in market performance depending on which parties hold the White House and Congress?

Resources:

Call Mooney Lyons at 847-382-2600

Visit online: MooneyLyons.com

Or email: [email protected]

Securities offered through Triad Advisors, LLC. Member FINRA/SIPC. Advisory Services offered through Triad Hybrid Solutions LLC, a registered investment advisor. Mooney Lyons Financial Advisors and Triad Advisors, LLC are not affiliated.