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Dave Mortach - Retirement Wealth Planning

Do you need help with Retirement Wealth Planning? Well, Dave Mortach has you covered!

Dave Mortach, President of Mortach Financial and Host of the popular radio show, “Retirement Wealth Planning,” was on the show today to tell you why record highs may not always be the best news for the stock market.

Below are the questions Alexa and Joe asked Dave: 
Dave, a recent article in Barron’s said that ‘stock market highs are making even bullish investors cautious’. What are your thoughts?
Some people say that ‘what goes up must come down’ – should we be expecting a correction sooner than later?
Knowing that we could be in a ‘coin flip’ type environment, what investment should we be looking at?
Why annuities?
Is this kind of like locking in our gains?
What happens if the market climbs even higher? Are we going to miss out on that growth?
All this sounds great on paper, but how have your clients fared in the past?
Really, no market losses EVER from the market going backwards?

Did you find Dave’s advice helpful? Find us on social media at ‘Live on Lakeside’ and let us know!

For More Information:
Mortach Financial
877-GAINS-4-U
MortachFinancial.com

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