Congratulations. You've done it. Your career is over, and you are hopefully living the life you envisioned for yourself. But like many "retirees" you may still be working. Many retirees take the opportunity to start their own business, while others continue to work part-time or consult. Like the rest of life, planning doesn't stop when you reach retirement. It might actually intensify. We will assess your progress regularly and evaluate whether alterations to your investment strategy might be required. Specifically, here are some issues to think about: Pursuing Your Vision Is retirement everything you hoped it would be?
Preserving Capital How do you help protect your assets from the adverse effects of market downturns?
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