We unpack the government shutdown’s real market impact, why the data blackout complicates Fed decisions, and how to stay invested with a clear risk plan. David shares three decades of lessons on preparation, behavior, annuities, and building portfolios that can take a hit and keep paying.
• shutdown context, health-care disputes, and negotiation gridlock
• market history during shutdowns and why macro matters more
• missing payrolls and claims data, ISM signals, layoffs trend
• debt downgrade risk, long-end yields, and rate-cut odds
• three-bucket planning for liquidity, income, and growth
• avoiding, managing, and transferring risk with clear rules
• modern annuity structures, guarantees, and insurer strength
• buffered ETFs, bond correlations, and tactical cash
• phased buying, rebalancing, and buying pullbacks
• the cost of panic and how to stay the course
• RMD strategies using annuities to protect growth
• retirement vs non-retirement assets and access to capital
• services offered, weekly blog cadence, upcoming seminar
Feel free to check out our website. You can schedule an appointment directly on there or call one of our numbers. This one's our Pennsylvania number, but it feeds through everywhere, 724-463-1331
David's also going to be doing a live seminar in Sarasota, November 12th. Make sure we don't have that event out yet, but we'll have that out shortly if you want to register for it
Join us again next Friday
