Tag: Interest Rates

Navigating Market Uncertainty: How to Stay Calm and Invest Smart (Ep. 99)

Navigating Market Uncertainty: How to Stay Calm and Invest Smart (Ep. 99)

After multiple conversations, Peter has noticed that while his clients are not panicking and selling their stocks and bonds, they are holding onto their assets and feeling uneasy about the current state of the markets.

When everyone around you is talking about a potential recession, it is normal to feel anxious. However, it is important to have a solid plan in place to meet your short- and long-term financial needs.

In this episode, Peter Raskin shares his insights on investing amidst market volatility and how to structure your investments to meet cash flow requirements and prepare for the future.

Peter discusses:

  • Why you should not try to time the market (based on data about past recessions)
  • Safe and liquid investment options that can help you meet your short-term needs
  • The importance of planning for a “worst case scenario”
  • The benefits of working with professionals, such as advisors, attorneys, and accountants
  • And more

Connect with Peter: 

Schedule Time with Peter:

CRN-5674100-050823

Disclosure: This is not intended to be a substitute for professional investment advice. Always seek the advice of your financial adviser or other qualified financial service providers with any questions you may have regarding your investment planning.

Peter Raskin is a registered representative of Lincoln Financial Advisors.

Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Raskin Planning Group is not an affiliate of Lincoln Financial Advisors.

Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.

Your Frequently Asked Questions Answered, Part 2 (Ep.86)

Your Frequently Asked Questions Answered, Part 2 (Ep.86)

Everyone has questions about finance, whether they want to know when to take Social Security or compare renting to buying.

In this episode, Peter Raskin continues answering questions he gets asked as a financial advisor, sharing his knowledge and experience on topics everyone wants to know.

Peter discusses:

  • Why clients should invest now
  • When to take out money from retirement funds and Social Security
  • The benefits of buying outright versus renting or leasing products
  • How to increase investment returns by waiting on paying off mortgages
  • And more

Resources:

Connect with Peter: 

Schedule Time with Peter

CRN-4903295-081522

Disclosure: This is not intended to be a substitute for professional investment advice. Always seek the advice of your financial adviser or other qualified financial service providers with any questions you may have regarding your investment planning.

Raskin Planning Group is a marketing name for registered representatives of Lincoln Financial Advisors.

Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Raskin Planning Group is not an affiliate of Lincoln Financial Advisors.

Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.