The Loss of Confidence in Traditional Investing

Investors seem to be growing tired of the financial roller coaster where their accounts post slow gains for a number of years and then those gains, plus some of their original principal, vanish when today's volatile markets take an unexpected tumble. In 2008, many people's 401k and IRA accounts lost 31 percent and most have not recovered back to what they had as their original principal. This pattern has been going on for decades and it seems many investors have now had enough.

Investors are getting fed up with the same traditional advice of investing in IRAs and 401(k)s, to postpone taxes and then having to deal with the ravages of market volatility on their long-term gain. In my experience as a wealth strategist, I've never had a client come to me from a traditional advisor that had a tax exit strategy or an inflation impact plan as part of their overall financial strategy. These are things that traditional planners just don't consider or deem important.

According to a new survey from Prince & Associates, 81 percent of investors with $1 million or more in investable assets plan to take money away from their current advisor. An even larger number, 86 percent, plan to tell other investors to avoid their advisor. Only two percent of those surveyed plan to recommend their firm to other investors.

It doesn't take a financial genius to realize that deferring taxes to a later date as tax rates continue to rise, placing money into investments that lack liquidity and placing the rate of return for a retirement nest egg in variable products are not winning strategies. Yet, these are only three of the major problems with traditional investments.

If you're tired of: giving your gains (and principal) to the market every few years, not having access to your money until your 59.5 years of age, having to take minimum required distributions at age 70.5 and worring if inflation will deplete your retirement income, please schedule a no-cost, no-obligation discovery meeting to determine if our planning strategies are right for you. Please call (866) 998-7699 to arrange a meeting or visit our website: http://www.thehiddenwealthsystem.com/