Real relationships. You decide. World Trend Financial is a registered investment advisory firm. What does that mean for you? It means you have a fiduciary in your corner.
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As you move through your adult years, different areas take priority along the journey. At World Trend Financial, we tailor our services to what is important for the stage you are currently in, with an eye towards your future. What stage are you in today?
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The increasing cost of health care is likely top of mind as you consider retirement. A Health Savings Account can be a versatile tool to help you address these increasing costs of health care as you prepare for retirement.
Retirement is on the horizon. You have saved for years and invested in a mix of stocks and bonds. You have garnered a healthy return. And though you often cringed when the market nosedived, you stood firm and resisted the temptation to panic. Now you want to retire, but you are wondering what are the risks?
As a result of the economic shutdown, US stock markets fell dramatically in March. From its intraday high on February 19, 2020, the S&P 500 fell 35.6% to its intraday low on March 23, 2020. In a little over a month, the most widely followed US stock index lost over 1/3 of its value. Despite all of the ongoing problems and despite all of the headwinds facing our economy, the S&P 500 not only recovered the losses suffered, it closed with a new all-time high on August 24th. While seemingly unexplainable, we believe the recent market activity has reinforced several key beliefs.
Have you contemplated retirement? Ever wonder if you are prepared to move into the next phase of your life? How will you know if you are financially ready to retire?
Retire Early and Thrive!
September 2020 Webcast Recording
World Trend Financial offers investment advisory services.
Securities offered through Ausdal Financial Partners, Inc., 5187 Utica Ridge Rd, Davenport, IA. 52807 (563) 326‐2064.
Member FINRA/SIPC.
World Trend Financial and Ausdal Financial Partners, Inc. are independently owned and operated.
