Where Protection Against Volatility and Tax-Efficient Strategies...

 

Go Hand-in-Hand With Building Your Wealth.

In 2020, everything changed regarding planning for retirement.

At Cason Financial Group, we believe your plan should be centered on keeping what you've earned, compounding your money, and building your wealth. We do this by providing strategies designed to help protect your assets from market volatility and finding ways to make sure you are as tax efficient as possible, especially in your retirement years.

FIDUCIARY

We are bound by a fiduciary duty to act in your best interest at all times.

PROTECTION

We plan for growth while at all times managing risk against market volatility.

STRATEGY

We create strategies that are tailored to your retirement goals while improving tax efficiency.

RELATIONSHIP

We consistently strive to earn our clients' trust through one-to-one and open communications.

Our client retirement plans are built around strategies that deal with four key areas.

 

Volatility   |   Inflation   |   Long-term Care   |   Tax Efficiency

 

Let's put your retirement puzzle together today!

We help create a plan that puts all the retirement pieces together that is designed to protect you against the many complicated issues that arise often in your retirement years.  Whether it is governmental changes, market volatility, or healthcare issues, our goal is for this plan to help protect, and take care of not only you but your heirs as well.

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Use this helpful Retirement Plan Selection Rubric.

 

A scoring rubric is an attempt to communicate expectations of quality around a task. This document is intended to help you make informed decisions about selecting a retirement plan.

The Weekly Market Update

For the week ending September 18, 2020

The very big picture (a historical perspective):

The long-term valuation of the market is commonly measured by the Cyclically Adjusted Price to Earnings ratio, or “CAPE”, which smooths-out shorter-term earnings swings in order to get a longer-term assessment of market valuation.  A CAPE level of 30 is considered to be the upper end of the normal range, and the level at which further PE-ratio expansion comes to a halt (meaning that further increases in market prices only occur as a general response to earnings increases, instead of rising “just because”).  The market was recently at that level.

Of course, a “mania” could come along and drive prices higher - much higher, even - and for some years to come.  Manias occur when valuation no longer seems to matter, and caution is thrown completely to the wind - as buyers rush in to buy first, and ask questions later.  Two manias in the last century - the “Roaring Twenties” of the 1920s, and the “Tech Bubble” of the late 1990s - show that the sky is the limit when common sense is overcome by a blind desire to buy.  But, of course, the piper must be paid, and the following decade or two were spent in Secular Bear Markets, giving most or all of the mania-gains back.  

See Fig. 1 for the 100-year view of Secular Bulls and Bears.  The CAPE is now at 28.53, down from the prior week’s 30.68.  Since 1881, the average annual return for all ten-year periods that began with a CAPE in the 25-35 range have been slightly-positive to slightly-negative (see Fig. 2).

Note:  We do not use CAPE as an official input into our methods.  However, if history is any guide - and history is typically ‘some’ kind of guide - it’s always good to simply know where we are on the historic continuum, where that may lead, and what sort of expectations one may wish to hold in order to craft an investment strategy that works in any market ‘season’ … whether current one, or one that may be ‘coming soon’!


The big picture:

As a reading of our Bull-Bear Indicator for U.S. Equities (comparative measurements over a rolling one-year timeframe), we remain in Cyclical Bull territory.

VIEW FULL REPORT AND COMPLIANCE DISCLAIMER

Check the background of our financial advisory on FINRA's website

"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same thing as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."
 

                                                    Robert Fogel

Schedule A Call With Casey!

- Serving Our Clients Throughout The Country From Our Corporate Office: 

5600 Eubank Boulevard North East Suite 190

Albuquerque, NM 87111

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

 

Securities offered through World Equity Group, Inc., member FINRA and SIPC, a Registered Investment Advisor. Investment Advisory Services also offered through Triumph Wealth Advisors and World Equity Group. Cason Financial Group and Triumph Wealth Advisors are separate entities and are not owned or controlled by World Equity Group, Inc. World Equity Group, Inc. does not accept buy, sell or cancel orders by e-mail, or any instructions by e-mail that would require your signature.

© 2020 Cason Financial Group