Many of our members will either sell their business/practice and/or inherit a significant amount. They face the challenge of investing this money when the markets are at an all-time high.
Uninvested money loses its purchasing power because of inflation. At the rate of inflation that North America has had over the last three decades (around 2.6% annually), the dollar will be worth fifty cents in 30 years.
Many advisers see dealing with a large amount of money as a predicament at any time, let alone at a time when markets are at their present levels. They are concerned about market timing, diversification, inflation and a large number of other issues designed to make advisers indispensable.
For investors who rely on the Monday Morning Program, these are non-issues. Here is a summary of the Monday morning approach to investing.You need to login to view the rest of the content. Please Login. Not a Member? You can now sign up for $12 for a one-year membership. Join Us