Turnkey Retirement Vol. 30
It's Time to Diversify, AI for Your Retirement Strategy, New Asset Opportunities on the Rise?, Do Your Due Diligence and Grand Opening of FrameTec
Damion Lupo
October 16, 2024
Turnkey Retirement Newsletter: Volume 30
We’re thrilled to bring you another edition of Turnkey Retirement! Our mission is to empower you with the knowledge you need to invest your hard-earned retirement funds effectively—especially through the self-directed plan we call the eQRP. Economic cycles are an inevitable part of investing, and staying informed on how these cycles impact your retirement is crucial. In this edition, we share valuable insights to help you understand these trends and prepare for whatever the market brings.
It’s Time to Diversify
Savers Bid a Sad Farewell to Higher Yields
With today’s evolving economic landscape, it’s wise to consider diversifying asset classes when allocating your qualified retirement funds. Interest rate changes are impacting a wide range of investments, affecting everything from your bank deposits to asset yields. Some of you may already be noticing these shifts in your accounts—and in some cases, finding promises of higher deposit rates come with unexpected fine print. The Badger Tribe Community is an excellent resource for discovering alternatives that can help replace these shrinking yields on deposits.
AI for Your Retirement Strategy
The AI revolution in retirement | BlackRock
AI is finding its way into the lives of individuals and businesses every day. Why not apply AI to your retirement strategy, too? In this article, you’ll find that AI can provide the insight you need to identify performing and underperforming assets. As you self-direct your retirement savings, be on the lookout for emerging AI resources to help you make decisions with your investments. Some of the larger firms are using AI to provide advising services to their clients to cut down on fees. A question you’ll need to ask yourself is, can it provide the unique reasoning of an individual that a computer can’t compete with? And, is this the tool that can prevent you from making the emotional decisions with your investments that may end up hurting you?
New Asset Opportunities on the Rise?
Morgan Stanley’s Wealth-Management Unit Breaks Streak of Declines
Big firm, Morgan Stanley Wealth Management recently broke a year-long streak of declines. New assets and revenue grew significantly when compared to the last 4 quarters. A big win for the firm and possibly an indication in the private sector that opportunity is on the rise. The big question is - which asset class is it? Are the days of multifamily real estate being replaced by other emerging assets? Let us know in Badger Tribe Community.
Do Your Due Diligence
Would a Time Machine Make You a Great Investor?
Even with a crystal ball, predicting the markets isn’t as easy as it sounds. In this article, you’ll read about a group of investors playing a game created by hedge fund manager Victor Haghani, where they invest $1 million in play money based on insider-like information. The surprising results serve as a valuable reminder for self-directed investors: predicting investment outcomes is often more challenging than it appears. Due diligence remains essential, highlighting both the unpredictability of the stock market and the relative stability found in alternative assets.
GRAND OPENING of FRAMETEC
We know you’re always seeking new ways to strengthen your retirement strategy. Connecting with a community of like-minded investors is a powerful way to access valuable opportunities. We’re excited four LIVE Investor Event with 150 of your Badger community members coming together in Arizona for the Grand Opening of FrameTec. This trip offers a unique chance to expand your network, exchange ideas, and learn from others’ experiences. If you’re not already part of a community, consider joining one—it’s a step you’ll thank yourself for taking!
To Freedom,
Damion