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Missed Fortune – Struggling in an Economic Desert?

Posted on | August 22, 2010

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Struggling in an Economic Desert?

Although we’re in the deepest recession since the Great Depression, some experts have been optimistic about a quick recovery.

However, the New York Times recently reported:

“Federal Reserve officials, acknowledging that their confidence in the recovery had dimmed, moved again on Tuesday to keep interest rates low and encourage economic growth. They also signaled that more aggressive measures could follow if the job market and other indicators continued to weaken.”

We need to face the fact that the recession may linger. If so, what is your plan?

Investors need to take ownership to create their own economic stimulus, instead of relying on the government to bail them out.

Just as seeds need moisture throughout the summer, retirement savings need nourishment to grow. So how can you do that in the dry climate of an economic recession?

Unfortunately, many people are taking the opposite approach — they’re starving their retirement by putting money in CDs, money markets, and bank accounts.

Missed Fortune provides a better plan. Our clients have averaged a 10% annual return over the last four years.

Bring on the Rain

Missed Fortune clients continue to thrive because our strategies give them the following benefits:

  • Liquidity: They can access funds when they need them most without being subject to taxes and penalties.
  • Safety of Principal: They never lose principal, no matter how bad the market crashes.
  • Rate of Return: Our indexing strategy means they outpace inflation.
  • Tax Benefits: They enjoy tax-free growth, tax-free withdrawal, and tax-free transfer to heirs.

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*Life insurance policies are not investments and, accordingly, should not be purchased as an investment

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