With equities at record highs and yields at record lows, investors are left wondering what’s in store for the remainder of 2016. As the dust settles from the U.K.’s surprising vote in favor of “Brexit,” how should we adjust our expectations for domestic and international economies? David Walker with Jackson National will be joining the South Coast Team for a quarterly macro economic review. We will take a hard look at the Jackson Elite Access Platform that combines the added diversification of alternative investments with the quick-response capabilities of risk management and tactically managed strategies. Utilizing non-correlating strategies allows the investor to stay invested regardless of how the market is performing. With volatility likely to pick up as we get closer to electing our next President, at South Coast, we believe it is important that clients diversify their strategy mix to help smooth out the peaks and valleys we anticipate.
The Jackson Elite Access Platform is designed for investors that actively seek to find growth and limit risk amid changing market conditions. Because this is an “investment only” variable annuity, earnings and dividends grow tax-deferred and are automatically reinvested without creating taxable events. In this meeting, we will provide a market overview as well as explore advanced tax planning strategies enabling our clients multiple generations of tax deferral. Join us Tuesday, August 16th, by clicking RSVP below.