))
Is the 'Sell in May and Go Away' Strategy Still Relevant?
Manage episode 419372526 series 3561349
Content provided by Impact Partnership and Jim Cipriotti. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Jim Cipriotti or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Jim Cipriotti of Retire Ready Financial Group discusses the strategy of "Sell in May and Go Away' and whether it still holds water in today's market. He analyzes historical data and concludes that sitting out of the market from May to October can result in higher returns and lower volatility. However, he suggests that instead of sitting out of stocks, investors should consider sitting out of underperforming bond funds and explore other investment options that offer higher interest rates. Jim also emphasizes the importance of planning for retirement expenses, including essential needs, fun activities, and potential healthcare costs. He provides examples of how reallocating investments can generate additional income in retirement. Jim encourages listeners to seek a second opinion and explore financial instruments designed for retirees. He highlights the benefits of rollovers and the potential for growth and lifetime income.
Catch Freedom To Retire with Jim Cipriotti, powered by Retire Ready Financial Group every Saturday at 9:00 AM and Sunday at 5:00 PM ET on WPHT.
For more information and to schedule a complimentary consultation with Jim Cipriotti, visit www.RetireReadyFG.com.
See omnystudio.com/listener for privacy information.
Chapters
1. Weekly Podcast (00:00:00)
2. Podcast Start (00:00:30)
3. Marker 12 (00:29:44)
4. Marker 03 (01:13:20)
115 episodes
Share
