You’ve Worked a Lifetime to Build Your Wealth. Here’s How to Keep It!

The first half of 2022 was one of the worst starts for the S&P 500 since 1970. Many investors saw their portfolios decline by 15% or more in the first six months. On top of that, bonds – usually a safe haven for investors – also saw a significant decline.

For investors approaching retirement, here’s a good lesson. The skills required to build wealth are different than those required to maintain wealth. Just as you had a goal to build your wealth, now you need a goal and skills to maintain it.

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