[fname], in case you missed the live call, here is the webinar REPLAY for the webinar we held on Tuesday on "Answers to Your Top 10 Questions on Investing, the Stock Market and Planning for Retirement".

 

On the webinar we answered these questions:

1. How much should I save if I plan to retire at a certain given age?

2. When is the bottom going to fall out?

3. How to determine and balance my risk profile? As an entrepreneur I am optimistic about the future and spend much less time worrying about my own welfare (as opposed to those companies that I manage). I need to have a system that advises and assists in managing that risk but requires little of my constant direct attention.

4. Paul, my biggest question would be - is there a benefit - in the long run - in picking individual stocks - or after all is said and done - is just buying various funds that are in a variety of classes a better way to go?

5. What is the most tax advantageous system for withdrawing funds during retirement?

6. How can one avoid the temptation to hop around and follow the latest fad?

7. How do we plan for the near future and the extended future with all the turmoil in the world today?

8. What do you see as the future for 'passive' investing?

9. How can I be philanthropic while saving for my future?

10. What is a reasonable retirement budget as your lifestyle changes after retirement?


If we did NOT answer your question on the webinar, feel free to give Chris, Ben or myself a call here at the office (after April 18th) and we will be glad to talk with you.  The Sullivan Wealth Management number is (240) 800-4300.

 

Regards, Paul Sullivan, CPA, IAR



4709 Montgomery Lane | Bethesda, MD 20814

Direct Dial (240) 316-3531 | Phone (301) 657-8080 Ext 102 | Fax (301) 657-9055
Website: www.esullivan.net | E-mail: paul@esullivan.net

           
The opinions contained herein are not intended to be investment advice or a solicitation to buy or sell any securities. Information obtained from sources deemed to be reliable, but accuracy or completeness is not guaranteed. Past performance is not a guarantee of future results. Performance figures contained herein do not represent actual client portfolios or results. Actual results may significantly differ from the model portfolio returns presented. Archer Investment Corporation manages the Archer Funds. You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Funds before investing. The investment return and principle value of an investment in the Funds will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. The Fund prospectus contains this and other information about the Fund, and should be read carefully before investing. You may obtain a current copy of the prospectus by calling 800-581-1780.
           

Sullivan & Company | Certified Public Accountants | 4709 Montgomery Lane #201 | Bethesda, MD, 20814 | 301-657-8080