Managing Money in the Middle

Why do so many financial advisors manage your assets at the extremes — either ultra-conservative or hyper-aggressive? Host Mark Falter dives into the concept of “managing in the middle,” a strategy that prioritizes consistent income generation without sacrificing stability. Learn why this approach is often overlooked, how it can help reduce stress in retirement and what investments like corporate bonds and structured notes can do for your portfolio. Discover why boring might just be the new exciting for your financial future. Tune in to uncover actionable insights for a balanced and secure retirement plan.