Events

The concept of passive income goes beyond typical income streams. While passive income streams do generally need to be managed, they don’t require hours clocked, a job worked, or a business to run. When built intentionally, these income streams aren’t affected by day-to-day stock market movements—so there’s no need to worry about the state of the markets or recessions. We find that the most effective passive income streams are designed to be reliable and consistent, to outpace inflation, and are recession-proof.

That’s why for many of our clients, the goal of creating multiple streams of income that pay to them—regardless of whether they work, or whether we’re in an up or down market—is central to their plan. And in our virtual Building Better Passive Income Streams workshop, we will look at major strategies we use with our clients to help them produce secure, sustainable, lasting income—income that can pay even during times of recession, as well as outpacing inflation. We’ll cover:

• Investments that are producing healthy income
• Investments that may provide recession-proof income
• Investments that produce income that has historically outpaced inflation (a key factor, as inflation is still lingering above the Fed’s target rate)
• What the large endowments are investing in to produce better income

We welcome you to join us for a discussion on the current environment for investors, along with our views on longer-term risks to retirement portfolios. We’ll also cover strategies we use with clients to mitigate these risks and take advantage of the opportunities they present. We will cover many topics, including:

• The current investing environment: The economy, inflation, equities/stocks, and fixed income/bonds
• Systemic risks and opportunities informing our long-term outlook
• The potential outcomes faced by investors & investment strategies to prepare for them