No More TINA - An Investment Update

Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®

There Is No Alternative or TINA has been used throughout history and is mostly strongly associated with the UK's Marget Thatcher. The phrase is used to signify Thatcher's claim that "the market economy is the best, right and only system that works, and that debate about this is over."

More recently, TINA was popularly used to describe the stock market in light of low interest rates and correspondingly low yield-based returns. There is no alternative to stocks. Hear Kevin Kroskey, CFP, MBA discuss why now that rates have had an unprecedented rise, it is time to say goodbye TINA and how this fits into your ever-evolving investment strategy and retirement plan.

Have questions?

Need help making sure your investments and retirement plan are on track? Click to schedule a free 15-minute call with one of True Wealth's CFP® Professionals.

http://bit.ly/calltruewealth

We also reference Episode 85 - What's A Conservative Investor To Do? Check it out at this link: https://www.truewealthdesign.com/ep-85-whats-a-conservative-investor-to-do-these-days/

Here are some of the key points from this episode:

• Let's start with the why. Key questions analyzed with clients. (5:37)
• Breaking down the first asset class bucket: preservation. Kevin covers credit, term and what you should know about the yield curve inversion. (14:25)
• Kevin highlights the second asset class bucket: diversifying. He'll touch on private credit and corporate direct lending. The yields might surprise you in this category. (17:50)
• The third asset class bucket: appreciation. You'll be more familiar with this one as we get into stocks, REITs and the like. Kevin explains the balance between value and profitability in this arena. (23:00)

Sign up for our newsletter on our podcast page: https://www.truewealthdesign.com/podcast/