In today’s uncertain financial landscape, mastering the balance between planning for the future and living in the present is essential.

How do political shifts influence personal financial decisions? How can investors navigate risk while maintaining security in their portfolios?

Join host Peter Raskin as he discusses the importance of financial planning amidst economic and political changes by providing insights on managing portfolios, and addressing common client questions about market volatility, bonds, and long-term strategies. 

Key insights include:

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• How political changes and economic shifts may influence markets and investment strategies
  
• The importance of maintaining a diversified portfolio to mitigate risks during market volatility
  
• Why bonds, despite underperforming stocks, remain a crucial component of many portfolios
  
• Strategies for managing drawdowns and rebalancing portfolios during periods of market fluctuation
  
• Approaches to determining annual withdrawal rates and long-term savings goals for financial security
  
• And more!
  

Connect with Peter Raskin:

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• Raskin Planning Group
  
• (617) 728-7433 
  
• LinkedIn: Peter Raskin 
  
• Facebook: Raskin Planning Group
  
• Twitter: Raskin Planning Group
  
• LinkedIn: Raskin Planning Group
  

Schedule Time with Peter: 

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• Book a Call with Peter
  

This is not intended to be a substitute for professional investment advice. Always seek the advice of your financial adviser or other qualified financial service providers with any questions you may have regarding your investment planning.

Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA.

Osaic FA, Inc. and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances.