We’re just a few months away from another election and everyone anticipates it being another year, so what does that mean for your investments? When uncertainty starts to increase, there’s often a strong marketing push for buying gold, but is now a good time to do that?

Today we’ll answer that question with a discussion on the role of gold in your portfolio as we prepare for election year madness. Uncover the truths behind gold's historical performance and whether it truly is the investment armor against volatile markets.

This isn’t just a question for election years so let’s break down the truth behind gold as an investment.

Here’s some of what we discuss in this episode:

0:00 - Intro

1:19 – Gold’s return over time

3:50 – The marketing behind buying gold

5:51 – Apocalypse preparation

7:39 – ‘This time is different’

Connect with us:

Web: https://rosewoodwealthmanagement.com/

Phone: 919-391-3446

As you approach retirement or begin that next stage of life, the financial goals shift to protecting what you’ve saved. There are different ways to accomplish that goal, but with the volatility we’ve seen from the market, does it make sense to move to cash to be safe?

Here’s the question we’ll tackle in this video:

I haven’t decided on a specific retirement date yet, but hopefully it will be sometime in the next four years. With all of the recent market volatility, should I just move my retirement savings to cash until everything blows over?

We’ll provide context for this conversation by looking back at the market in the past few years and then explain how we help people answer this question.

A common situation that many couples have to face is one spouse being older than the other and worrying about how to protect them financially should something happen. What’s the best way to ensure they are taken care of after you’re gone? Is a big life insurance policy a good option?

In this video, John will weigh in on this scenario and answer a question that we recently received:

I’m not planning on dying anytime soon, but my wife is nine years younger than me and I want to be sure that she’s taken care of when I’m gone. Should I take out a big life insurance policy on myself?

Find out how to determine if life insurance makes sense and what type of policy you might need.