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Tom Meaglia, ChFC®, AEP®,
CLU®, CRPC®, MSFS
Chartered Financial Consultant
Investment Advisor Representative
Chartered Retirement Planning Counselor
CA Insurance Lic. #0567507
Meaglia Financial Consulting
2105 Foothill Blvd., #B140, La Verne, CA 91750
Toll Free: 800-386-3700
Bus: 909-593-6105
Cell: 818-681-8600
Fax: 909-593-6120
Email: tom@meagliafinancialconsulting.com
Website: www.meagliafinancialconsulting.com
While creating a successful investment strategy may be challenging when markets decline sharply, it becomes even more difficult when the economy sputters along with it. This was the environment high-net-worth (HNW) investors faced last year as markets declined while inflation soared.
In this environment, how do you invest in a way that offers a decent potential return to battle the eroding effects of inflation while protecting your investments? While the alternatives may not make up for the record-high annual inflation rate recorded in 20221 —the highest in four decades—there are ways to protect your investments and seek a return.
A 7% best-customer rate on your favorite credit card may be low, but doesn’t make sense when markets are down. Get rid of your revolving credit balances—especially today as even best-customer interest rates rise. Then consider investing your savings elsewhere.
And consider this: An emergency fund that covers as much as two years’ worth of financial responsibilities would make it much easier to withstand short-term volatility.
1 bls.gov, July 2022
2 cnbc.com, September 2022
3 apnews.com, August 2022
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Investment advisory services are offered through Fusion Capital Management, an SEC Registered Investment Advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability. All investment strategies have the potential for profit or loss.
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