Our Amazing Team
Mark P. Cowdell, CFP
President, CEO, Cowdell Investments, LLC
Marketing and Design
Lead Graphic Designer
Kim L. Cowdell, CFP
Recent Blog Posts
Bitcoin is all the rage. If you have not heard about it yet you will soon. Some call it the future of currency others claim it is nothing more than hype and a Pump & Dump scheme. The block chain technology is real and looks promising but let’s ask a few questions...
It has been quite some time since we have had REAL growth in the USA I am talking 3% plus GDP growth. That is about to change and could change quickly. It appears that the House and Senate might actually get a tax reform package done. IF and that is a big IF they do...
Thanksgiving, or Thanksgiving Day, is a public holiday celebrated on the fourth Thursday in November in the United States. It originated as a harvest festival. Thanksgiving has been celebrated nationally on and off since 1789, after a proclamation by George...
Cowdell Investments, LLC
Cowdell Investments is a full service Financial Planning and Investment Advisory firm that specializes in Retirement Planning. We are dedicated to putting your needs ahead of corporate profits. Our Certified Financial Planner professionals and associates are available to assist you with your financial goals.
Your Golden Years
Risk vs Reward
How much risk are you taking with your money? Are you being properly rewarded for the risks that you are taking? It’s fine to take some risk with your money when you are young but as you age it might not be such a good idea. It is very difficult to retire if your nest egg suddenly takes a 20 to 50% loss. It is also challenging to maintain a steady income stream once retired if your retirement account suffers large losses.
How much of your money should be in the markets? How much should be in income or annuity accounts? What is the correct balance of risk vs reward for your personal situation?
At Cowdell Investments we help our clients assess risk vs reward then design a plan to lessen risks and increase real net returns. We also help our client’s get out debt quickly so that they can enjoy their retirement years sooner. Once retired our client’s are able put their income on auto pilot so that they can travel and enjoy life knowing that their income is guaranteed to last a lifetime.
Golden Years or Rusty Years?
How and where you invest your money during your retirement years will in large part determine if you enjoy your golden years or struggle to make ends meet.
What does is mean to Retire Rich? It means that you have no debt and suffient assets that will generate income to last your lifetime.
Mark P. Cowdell, CFP
President & CEO
Founder of Cowdell Investments
& Retire Rich Today