Summary
"The long-term goals are asset preservation and wealth preservation," [Rick Flynn] said. "When you stay diversified you may lose in some 'buckets' of investments, but no one 'bucket' should substantially affect your retirement capital."
Entrepreneurs will always invest in their own business, because they're familiar with it and believe they know the risks," said DeGraw, a Somerville-based partner in the CPA firm Withum, Smith & Brown P.C. "But a significant number of our business-owner clients are also converting at least part of their retirement portfolio to cash orto short-term certificates of deposit.See the full content of this document
Extract
Reassessing Investment Plan in a Recession
STEVE ESTRELLADO is a Paramus business owner who said he saw the writing on the wall and shifted his retirement funds to short-term securitie...
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