Newsletter

Many clients may be concerned about investing during this election cycle

There is a lot for clients to consider regarding their long-term financial stability as the country heads to the polls. The winner in November will have an impact on economic policy, taxes, trade and regulation.

It is important to stay invested.

Regardless of which candidate wins, investors who continue to invest and grow their retirement savings have historically benefitted more than those who held off. Staying the course through volatile times usually outperforms selling during downturns and trying to re-enter the market later.

Defined Benefit plans offer a way for clients to stay focused on long-term investment strategy and save big on their taxes no matter who is in office, creating long lasting stability for themselves.

Contact our defined benefit specialists.

We can create custom proposals and design plans to fit your client’s situation.

Call us toll free at: 1-866-269-2706 or email us at dbplans@dedicated-db.com.

Best regards,

Raymond Lee
Director of Sales | Dedicated Defined Benefit Services, part of FuturePlan by Ascensus
E raymond.lee@dedicated-db.com
P (866) 269-2706
www.dedicated-db.com