Read.Me

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We’re now officially in a bear market. I “know” equities will continue to fall (especially and at least for the next 2 weeks while the economy halts). “Knowing” it’s going down from here, why wouldn’t I go into cash (or all bonds)?

Why FutureSafe

$2+Billion
ASSETS UNDER ADVISEMENT
FutureSafe is powered by Optimal Asset Management, with a long track record in servicing large institutional clients
$800+M
IN DISCRETIONARY AUM
Optimal Asset Management is an SEC- registered investment adviser under the Investment Advisers Act of 1940
Backed by the expertise of Optimal Asset Management, FutureSafe offers a new way to shape your investment outcomes with a few clicks.

Popular stories

The idea of a market index rapidly evolved. Today, there are thousands of indices to choose from — and nearly as many methodologies by which they’re assembled.

The idea of a market index rapidly evolved. Today, there are thousands of indices to choose from — and nearly as many methodologies by which they’re assembled.

Investing directly in the stocks underlying an index through separately-managed accounts opens up numerous benefits unavailable through pooled vehicles…

In the face of such uncertainty, how do you invest? How do you make plans about what you can afford in the future when you have no idea what the future holds?

Deeper Dives

I promised you last week that I would send you a nerdy update on how Safety Net Investing works. This is it.

There’s a pretty good chance you’ve noticed that the stock market dropped around 10% over the past few days.

The following is a lightly edited version of a letter sent to FutureSafe clients on March 03 2020.

Be informed

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