QUESTION: Does the market feel like a rollercoaster at time?  Are you caught in the middle? Do you chase returns or invest conservatively and potentially miss out on rising markets?

You probably share the same concerns we hear on a regular basis:

  • You want to balance risk while investing for returns
  • You want a strategy to navigate markets, whether “bear” or “bull”
  • You want to feel confident about your future and your retirement

Let us introduce you to the Advance and Preserve process. Advance and Preserve uses a sophisticated set of management tools that identify Offensive and Defensive signals to guide your position in the market. Combining these tools with our years of experience and network of resources can potentially give you a higher level of confidence that your investment plan is on track. “Advance and Preserve” investment strategy* helps your portfolio seek out new opportunities.

Here’s how it works:

Advance: 1. we identify trends in the marketplace to position your investments either Offensively or Defensively. 2. we rank the asset classes and sectors (e.g., utility stocks, large companies) for the greatest potential to outperform against the market as a whole. Imagine these assets as “top seeds” in a sports tournament, or people who graduate in the top of their class. There’s an excellent chance they outperform all the others. Advance and Preserve helps your investments to be “first draft picks” and cum laude graduates.

Preserve: In sports, offense scores points, but defense wins championships. Many people focus on the strategies to play offense, but when markets are volatile, you need a system to play good defense and protect your retirement nest egg.

We believe this approach is the best way to manage risk and maintain confidence in your investments even through downturns in the market. If this peace of mind sounds good to you, then it’s time to talk with The Retirement Pros and find out how we can help you. You’ll get advice you can feel good about and have a firmer grip on your future.  

Have Questions? Schedule with Erich Castillo: Calendar!

Your retirement is our full time job. 

Meet Our Team of professionals and Contact us at (859) 381-0555 or erich@kyretirepros.com

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