Answering YOUR Questions, LIVE! Q&A PART 3

We answer your questions, LIVE!

TIMESTAMPS
3:00 - Welcome!
5:35 - Pension Question
10:16 - Sequence of Return Risk
13:00 - Tennis Analogy
19:00 - Market Conditions Today
24:00 - Restricted Stock Options
29:00 - Taxes in Retirement
34:00 - Factor Investing
42:00 - 60/40 Portfolio Dead?
51:00 - Financial Literacy for Loved Ones
56:00 - Multi-Year Guaranteed Annuities
59:00 - 75/25 allocation, when?!
1:01:00 - How We Help Clients


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