Are you nearing retirement or currently retired?
Thank you for your interest in SIP Financial Services.
Lanny provides financial planning and investment management services...
Life isn’t static, and your financial plan shouldn’t be either. It needs to be flexible enough to meet unexpected challenges, but disciplined enough to maintain a long-term vision that encompasses all of your financial goals. It should include strategies for funding your children’s education, investing for the retirement of your dreams, and the ability to take advantage of opportunities when they arise.
Through regular, in-depth meetings, we apply our planning and investment management expertise to your vision of the future, ensuring your peace of mind. Together, we will:
On Wednesday, We’ll Know If The Federal Reserve Will End Inflation By Causing A Recession
Look for the Federal Reserve Board's policy statement next Wednesday to help determine whether the inflation crisis ends in a recession.
Developing Portfolio Return Expectations
Investment success hinges largely on getting the answer right to this question: Would you accept 10% less return on stocks annually to experience 40% less volatility than stocks? If so,
Office: (518) 384-2800
133 Saratoga Rd. Suite 5
Glenville, NY 12302
sipfinancial@nycap.rr.com
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