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Strategies & Market Trends : Young and Older Folk Portfolio -- Ignore unavailable to you. Want to Upgrade?

To: carbolady who wrote (2446)5/9/2024 10:29:31 AM
From: mrw11g3 Recommendations

Recommended By
chowder
jopapgh
Tam3262

  Respond to of 22054
 
My wife is very conservative with her savings/retirement. She gets worried when she needn't be. I'm still building our emergency cash account, it's close to 2 years expenses, it's invested in MM, short term Treasury and CDs. Our brokerage and retirement accounts she frets about.

Until she sits down for a few days with Chowder, or previously Ron, then she's ready to invest in whatever they talked about. I don't think it's me she's worried about, but maybe she is.

Mike



To: carbolady who wrote (2446)5/9/2024 12:15:20 PM
From: vicki kiyay  Respond to of 22054
 
Yeah, I think your discussing with him why you've invested in your holdings, why you're doing the moves you're doing, etc., will be really helpful. It will give him greater insight and let him start to see how the things you're doing are all pieces of a broader strategy. And also, that your strategy has things in place for dealing with a difficult market, whenever it might arrive.


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