The Markets and Your Retirement

No matter what stage you are in retirement - whether you are just about to retire, or are already retired, or even just recently contributing toward retirement - the recent recession has undoubtedly affected your potfolio values. Many investment strategies that were good ideas before need re-thinking now. Know how to re-strategize your portfolio for maximum savings and growth.

The recession has created opportunities for investors to re-enter the markets and get back on track with their retirement goals. However, it is evident that people are more risk-averse than ever and they are willing to overlook value for extreme safety by holding their money in cash and cash-like investments. But, Yulian Isakov, Senior Market and Investment Strategist, points out that there can be a great risk in being too risk averse.

Right now is a good time to rethink your personal vision of retirement and tweak your current retirement planning strategies. Sitting on the sidelines will only conitnue to hurt your savings and growth potential.

Having an investment strategy in place that will help you find the correct balance between risk tolerance and potential for return is essential to be able to retire confiendtly. Furthermore, reviewing your current investment ideas and adding new strategies to your current portfolio may be an important step to take in order to take advantage of the many directions that the global market is heading today.

These research reports provide general information only. Neither the information nor any opinion expressed constitutes an offer or an invitation to make an offer, to buy or sell any securities or other investment or any options, futures or derivatives related to such securities or investments. It is not intended to provide personal investment advice and it does not take into account the specific investment objectives, financial situation and the particular needs of any specific person who may receive this report. Investors should seek financial advice regarding the appropriateness of investing in any securities, other investment or investment strategies discussed or recommended in this report and should understand that statements regarding future prospects may not be realized. Investors should note that income from such securities or other investments, if any, may fluctuate and that price or value of such securities and investments may rise or fall. Accordingly, investors may receive back less than originally invested. Past performance is not necessarily a guide to future performance. Diversification does not guarantee against loss in declining markets.

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© 2011 Isakov Group, Inc. All rights reserved. "Isakov Group, Inc." and "IG" refer to the network of member firms of Isakov Group, Inc. including but not limited to Isakov Consulting Group, Isakov Planning Group, Isakov Insurance Agency, and Isakov Group International. Each member firm is a separate legal entity and does not act as agent of Isakov Group, Inc. or any other member firm. Isakov Group, Inc. is not responsible or liable for the acts or omissions of any of its member firms nor can it control the exercise of their professional judgment or bind them in any way. No member firm is responsible or liable for the acts or omissions of any other member firm nor can it control the exercise of another member firm's professional judgment or bind another member firm or Isakov Group, Inc. in any way.

Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.

Opinions expressed are subject to change. Past performance is no guarantee of future results.

Isakov Group offers a broad range of brokerage, investment advisory (including financial planning) and other services. There are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties.

Any information presented about tax considerations affecting client financial transactions or arrangements is not intended as tax advice and should not be relied upon for the purpose of avoiding any tax penalties. Neither Isakov Group nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their personal professional advisors.

Any information presented is general in nature and is not intended to provide personal investment advice. The investments or strategies presented do not take into account the investment objectives or financial needs of particular investors. It is important that you consider this information in the context of your personal risk tolerance and investment goals.

Asset allocation, diversification and rebalancing do not assure a profit or protect against loss in declining markets.

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