Ep 079: Our team at Guidance Point Advisors (GPA) is often asked to give our thoughts on the investable markets and what it means for our Retirement. On this show, we mainly discuss life challenges pre and post-Retirement, to hopefully lead to a Successful Retirement. As we say goodbye to 2022 and move into 2023, we wanted to bring some of the GPA team together to discuss some important topics around the investable markets right now. Please join us for Episode #79 where we have a 2022 Roundtable Recap and 2023 Preview!
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Chapters:
Welcome, to the Guidance Point Advisors Roundtable! [1:10]
A recap of the year 2022. [5:57]
Is the 60/40 portfolio dead? [10:56]
Bonds are terrible, right? [15:31]
What can investors do when their Financial Plans get off-track? [22:18]
Should we still be concerned about inflation? [30:48]
Ben's focus with our clients is to direct the investments of their investable portfolios. In teaming with Curtis Worcester and Austin Minor, Ben combines his investment expertise from attaining the CFA Charter with Curtis & Austin's financial planning expertise to provide clients with the tools, confidence, and education to make informed decisions about their retirement. As Ben, Curtis, and Austin have a number of clients that are Northern Light Health employees, they've developed a specialty in serving clients in the healthcare field. You can read their "Employee Guide to the Northern Light Health Retirement Plans" here.
He has spent his entire career devoted to serving individual clients and institutions by developing and implementing investment strategies, setting portfolio structure, and providing the highest level of client service. He's passionate about helping clients maximize their savings and retirement income using the many financial planning and portfolio management tools available to Guidance Point consultants. Prior to working for Guidance Point Advisors, Ben worked for Acadia Trust, N.A., a subsidiary of Camden National Corporation, as Vice President, Portfolio Manager based in Bangor, Maine. Ben assumed responsibility for and oversight of over $300 million in client portfolios, including individuals, families, retirement plans, endowments, foundations, businesses, and trusts; and he served on the Company’s Investment Committee.
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