“Gut Check”: How One Man’s Extremely Bad Luck Is A Wake-Up Call For Retirees

2020-03-09 20_13_00-Window“This is very disconcerting and very bad timing,” says Tracy Donaldson, a newly retired Floridian who had the extremely bad luck of retiring the same week the Dow dropped significantly on coronavirus fears. But while Donaldson’s guaranteed pension and Social Security mean he’ll be fine even in the event of a lengthy downturn, many retirees may find themselves in a much more fragile position – and Donaldson’s bad luck should serve as a wake-up call. For more, CLICK HERE.

How An Early Retiree Is Taking Stock Of His 2018 Losses – And Preparing For A Potentially Even Worse 2019

2019-01-20 15_45_21-WindowDespite being very conservative and diversified, the author of today’s article’s retirement portfolio did slightly worse than the Dow last year, with every single one of his holdings (other than cash) posting a loss – his worst return since 2008. Having lost 10% of his net worth, and believing that 2019 could be even worse for the markets than 2018, how is this early retiree coping? For his current holdings, his second thoughts on 2018, and how he’s responding to warning signals for 2019, CLICK HERE.