View our recent article in FORBES: “Why Your IRA Is Likely At Risk…And How To Help Correct It.”

As a former Wall Street broker and now fee-based advisor of almost 30 years, my experience has shown that, if your retirement portfolio dramatically declined during the 2000–02 and 2007–09 market drawdowns, these three things were likely true:

  1. It wasn’t your fault.
  2. Your portfolio was designed to perform that way.
  3. It will likely do so again.

What do I mean?  Without getting too technical, portfolios are typically designed to achieve either relative or absolute returns.  Given that 95% of all individual investor portfolios are relative in nature, chances are yours is as well.1

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Why your IRA is likely at risk....and how to correct it

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