Benefits of Proper Asset Positioning in the Midst of Life’s Storms: EDU #2014

April 8, 2020

Benefits of Proper Asset Positioning in the Midst of Life’s Storms: EDU #2014

When life’s storms come up unexpectedly (such as the current coronavirus pandemic), what are the benefits of proper asset positioning?  If you’re at or near retirement, how can properly positioning your assets help your emotional reaction during market turmoil?  Jim continues to practice social distancing while he and Chris discuss this topic brought to us by a listener’s email.

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Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

Ed Slott Advisor recognition requires an advisor to be well versed on the rules and regulations regarding IRAs. The advisor must attend two live training sessions and pass two written exams annually to remain in the program. Jim Saulnier & Associates, LLC (“RIA Firm”) is a registered investment adviser located in Fort Collins, CO. Jim Saulnier & Associates, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Current registered states: CA, CO, PA, TX, WA, IL Insurance products and services are offered and sold through James H. Saulnier, a Colorado licensed insurance producer, only in those states in which he is reciprocally licensed or qualifies for an exemption or exclusion from licensing requirements. Current reciprocal insurance licensing in these states: AZ, CA, CA, CN, FL, HI, IA, MA, MD, NY, PA, SC, TN, TX, VA, WA, WI, WY Click here for a more detailed disclosure.