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​Josh Hawkins, VP of financial planning at Leverty Financial Group, emphasizes the importance of maintaining a long-term perspective amid market volatility. He notes that retirees can rely on fixed income assets during downturns, while those still working can view market dips as strategic investment opportunities, focusing on the bigger financial picture rather than reacting impulsively.

Mike recommends “US investors maintain a home-biased allocation, leaning into sectors benefiting from the pro-business, deregulation-friendly momentum. While large-cap valuations remain elevated, small-cap equities present a compelling opportunity due to their relative underperformance and attractive pricing.”

Mike Leverty emphasizes the importance of focusing on long-term, personalized investment strategies rather than speculative market predictions

“For several clients, this strategy also aligned well with their transition into retirement, as many had higher taxable income during their working years compared to retirement, thus creating a more valuable deduction,” Hawkins said. “The ability to accelerate their charitable giving has allowed us to manage their retirement cash flow effectively, knowing their charitable needs are covered for the next three to five years.” - Josh Hawkins

“At Leverty Financial Group, we believe alternatives play a vital role in building a resilient, long-term portfolio. These investments, particularly in Private Equity and Private Credit, offer clients exposure to unique opportunities that traditional markets may not provide. We focus on how these alternatives can enhance diversification, potentially reduce overall volatility, and provide attractive risk-adjusted returns over time,” - Mike Leverty

Americans who work with a financial advisor are expected to retire at the age of 64 and have twice the savings that unadvised investors do, a new Northwestern Mutual study found. Article by: Mike Leverty

Mike Leverty underscores the importance of maintaining a diversified portfolio and cautions against making hasty adjustments in response to short-term political developments.

Josh Hawkins highlights the advantages of option overlay strategies to manage risk and enhance income, making it a great choice for retirees seeking growth and stability.

Leverty Financial Group was named to the list of Top 200 RIAs for the 2024 Advisors to Watch by AdvisorHub. RIAs were ranked based on the scope of their practice, practice growth, and professionalism.

Financial advisors weigh in on America's $34 trillion debt and whether they need to adjust their client portfolios because of it. Article by: Mike Leverty