If investments are the fuel that drives retirement success, actively monitoring investments is the tune-up required to power a sound retirement. Investing is a dynamic process where small market ripples can set off major changes across a portfolio. That is why keeping a finger on the pulse of your portfolio is essential. Closely monitoring investments can generate more wealth or avert losses, both important in retiring right.
Additionally, markets can be volatile and unpredictable, and regular monitoring builds an invaluable quality for investors: the EQ (emotional intelligence).
Terri McGray, CFP, and AIF will explain why this is about more than knowing the numbers. Investing well requires a certain perspective to avoid being overly confident or too worried about cyclical changes. Terri will address return expectations that could now be considered shooting for the moon and ultimately lead to disappointing outcomes, including delayed retirement. She will also demonstrate how her firm professionally benchmarks portfolios to optimize return potential, and how you can follow a similar strategy to play an active part in achieving your rate of return target.
Learning Objectives:
Longevity Capital Management LLC
Founder & President
terri@longevitycapitalmgmt.com
(805) 917-6771
Terri McGray is the founder and president of Longevity Capital Management LLC, a professional wealth management and retirement planning consulting firm that helps business owners and individuals work towards a successful retirement.
She has developed a unique retirement readiness program for employers seeking to increase financial literacy in the workforce and drive results with their 401(k).
Her expertise with plan design, ERISA law, internal controls, and investment management enables businesses to outsource their plan workload and engage a co-fiduciary to reduce their liability.
Mrs. McGray is a champion of retirement readiness and public speaker, speaking passionately about our national retirement crisis and the importance of good 401(k) stewardship. Some of the conferences she has spoken at include LA Accounting & Finance Show 2019, CA HR Professional Conference 2019, Professionals in Human Resources Local Chapters, Cal Lutheran University.