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Retire Right Series: Investment Monitoring - What Is a Good Rate of Return?

RETIRE RIGHT SERIES: INVESTMENT MONITORING - WHAT IS A GOOD RATE OF RETURN?

This webinar has been expanded to 2 CPE.
Cost Free
Presentation Length 2.0 hours

Recorded DateMarch 3, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Course Description

If investments are the fuel that drives retirement success, actively monitoring investments is the tune-up required to power a sound retirement. Investing is a dynamic process where small market ripples can set off major changes across a portfolio. That is why keeping a finger on the pulse of your portfolio is essential. Closely monitoring investments can generate more wealth or avert losses, both important in retiring right.

Additionally, markets can be volatile and unpredictable, and regular monitoring builds an invaluable quality for investors: the EQ (emotional intelligence).

Terri McGray, CFP, and AIF will explain why this is about more than knowing the numbers. Investing well requires a certain perspective to avoid being overly confident or too worried about cyclical changes. Terri will address return expectations that could now be considered shooting for the moon and ultimately lead to disappointing outcomes, including delayed retirement. She will also demonstrate how her firm professionally benchmarks portfolios to optimize return potential, and how you can follow a similar strategy to play an active part in achieving your rate of return target.

Learning Objectives:


  • Determine how overconfidence and inexperience can cause you to overshoot reasonable expectations and may result in significant hardship for your retirement

  • Recognize how investment monitoring helps produce more productive outcomes

  • Give examples of how different classes interconnect

  • Measure how weak or strong returns can vary within the markets and within historical cycles

  • Recognize how benchmarking shifts the mindset to productive, more emotionally intelligent investment monitoring

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Terri McGray, president of Longevity Capital Management LLC, the Retire Right company, has over thirty-five years of experience in holistic retirement planning. Excellence isn’t just a goal—it’s the standard at the company she founded, Longevity Capital Management LLC. She and her highly specialized team don’t just help clients aim for retirement success; they redefine it. Their focus is sharp and their mission clear: to make retirement the pinnacle of one’s financial journey. Leveraging cutting-edge strategies and state-of-the-art technology, they deliver a unique holistic financial planning integrated with dynamic portfolio management to expertly guide CPAs and other busy professionals transition into retirement.

Mrs. McGray is more than a leader; she’s a champion of retirement success. As an educator, author of Retire Ready, and a sought-after speaker, she has taken the stage at the LA Accounting & Finance Show, CA HR Professional Conference, and numerous other prestigious venues across the U.S., addressing the national retirement crisis and the real challenges of achieving retirement success and solutions to drive positive outcomes.

About Our Presenter

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Longevity Capital Management LLC is an independent financial services firm built on over thirty years of experience helping individuals, families and business owners prepare for retirement and manage their financial future. Their advisors are seasoned specialists providing comprehensive asset management and financial services. If you have a specific service you need, including a second opinion or review of your current plan, they can provide a la carte services, as well.

Their mission is to create strong client relationships that stand the test of time, make a difference in their client’s lives and provide independent ideas.