Nest Egg Strategy Target

Do you know YOUR Nest Egg Strategy Target? Your NEST is the rate of return necessary on your portfolio assets to achieve your goals throughout retirement and leave assets to your loved ones. At Cross Country Wealth Management, your whole team will know your NEST to help you work towards your goals.

The 21st century has the average investor on information overload. Over the last few years, we’ve heard every TV pundit explain why the stock market has hit all-time lows and then contradict themselves a few years later explaining why they hit all-time highs. Does the volatile economy have you nervous about your future prospects? The real question to ask is what does this market volatility have to do with you?

When reviewing your portfolio, how do you measure up? Do you benchmark your portfolio returns to the S&P 500? The Dow Jones Industrials? The NASDAQ? A combination? It’s time for a fresh perspective. It’s time to focus on the only number that matters: Your Nest Egg Strategy Target.

Knowing this number will help you have clarity and focus when working towards your long-term goals. You may even be unfamiliar with the level of risk you’re taking. The average investor doesn’t do nearly as well as the market does over a sustained period of time. This is because many investors are guided more by emotion than fact and empirical evidence.

The Question You Should Be Asking:

What’s the target I need to address my goals and objectives consistent with the level of risk that I am comfortable taking?

Take control of your financial future. Contact us today for a complimentary NEST Program along with a portfolio review.

*Investing involves risk including the potential loss of principal. No strategy can assure success or protects against loss. Past performance is no guarantee of future results.

NEST Strategy

Thank you!