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Dollars & Sense: Short-term Performance and Your Retirement Account Beneficiaries

Dollars & Sense: Short-term Performance and Your Retirement Account Beneficiaries

March 30, 2023

Today we’re going to talk about something that may be the most deceiving perspective that anyone could offer to you right now, especially when it relates to market performance. If you ask someone walking on the street these days how their investment portfolio is doing right now, chances are there’s not a giant Cheshire Cat smile going across their face. However, if I were to tell you that some of the best annualized performance is coming from your three-year statement right now, you may not believe me.


Also, we discuss retirement account beneficiaries and why your spouse may not be the best candidate. 


Listen to what Marc and Christian have to say in this week’s episode of Dollars & Sense to learn more.


A full complement of Dollars & Sense broadcasts found here.


During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These discussions are for general information only and are not intended to provide specific advice or recommendations. 

Past performance is no guarantee of future results.

Securities and advisory services are offered through LPL Financial, a Member of FINRA and SIPC.

Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you.

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