Whether saving for retirement, or simply investing for the future, investors today cannot afford to stay 100% invested, 100% of the time. There is too much at stake. From December 31, 1999 to December 31, 2009, the S&P 500 Index produced a return of negative 24%. The traditional methodology of the “buy-and-hold, asset allocation” as taught by modern portfolio theory, is dead. As a result, millions of Baby Boomers have had to delay their retirement plans, due to the stock market’s negative impact on their investment portfolios.
Welcome! Thank you for visiting us online. If you ever have questions about your plan or about specific financial products, contact me. We will set up a time to have a conversation, reviewing your needs and addressing any questions you may have.
Curtis W. Neuman is authorized to transact securities related business only in states where he is properly registered. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.
Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 18 Corporate Woods Blvd, Albany, NY 12211. Investment Advice offered through Reutemann Financial Solutions, Inc. DBA Financial Security Group a registered investment advisor, an entity not affiliated with Purshe Kaplan Sterling Investments.
Trading instructions sent via email, fax or voicemail will not be honored. There is no assurance that these messages can be retrieved on a timely basis, nor is there any sure method of confirming the customer's identity