Combine the safety of the bank with the opportunity of the market.
Karlan Tucker & Associates employs unique strategies called "indexing" to ensure you achieve safety and powerful growth on the same dollar at the same time. Through innovative financial tools, you can make sure your nest egg is kept safe from market declines. As a matter of fact, we have never lost a dime of our clients' money, and we won't lose any of yours, either. The secret is to not place it where it can experience a loss. As we look ahead at the likelihood of increasing volatility in the market, it is important that you protect your nest egg, the engine that drives your retirement future, from negative volatility.
However, we also anticipate there will be periods of tremendous opportunity in the market. What if it were possible to protect you from market downturns without having to make an emotional decision to buy or sell? What if you could take advantage of a vehicle that would automatically take you out of harm's way during bad years, and position you for opportunity during good ones? The secret is in linking safely to the market without putting your principal there. By "indexing" to the market, instead of "owning" the market, you can participate safely on autopilot and lock in your gains without creating a taxable event. According to a recent study by the Wharton School of Finance, indexing outperformed the broad market over the last 15 years, and all without fees! Call us today to find out how you can put "the power of indexing" to work for you!