Should your clients invest more in the post-election stock market surge?

Reporter: David LaMartina

Publication: ThinkAdvisor


Deadline: Apr 11, 2017 7:00 pm

This story will be featured in a new, retirement-focused section of Nationwide’s ThinkAdvisor website. The new section will be
similar in content to the previously featured Retirement Wire: With retirements growing longer, retirees often wonder whether they should stay invested in the stock market or put more money into insurance, annuities and other, “safer” products. While most advisors have their preferred strategies, the stock market is surging in the wake of President Trump’s election. Has this surge made the stock market a safer place for retirees and pre-retirees to put their money? How, if at all, should the recent uptick affect the retirement strategies an advisor recommends? Moreover, how do the answers to these questions change based upon different ages and circumstances? For instance, is a 70-year old retiree with a lifetime annuity in a better or worse place to reinvest than a 55-year old hoping to retire by 62? What circumstances change the game for retirees looking to play the market? Requirements: I’d like to interview one or two retirement-focused financial advisors who are well-versed in the ebbs and flows of the stock market – and the effects they have on retiring clients.

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