Broker Check

Five Facts about Retirement

There are five essential steps on your journey to retirement:

  1. Quantify your objectives
  2. Develop a “defensive posture”
  3. Determine performance your need from your resources ---the “Minimum Rate of Return (ROR)”
  4. Assess, execute, and manage your risk quotient
  5. Identify your investment style so you can-
    • Create an appropriate investment plan
    • Execute and consistently monitor your progress

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