You're still investing like it's 2021

Описание: 👉 If you'd like to learn more about our financial planning visit: https://www.getrevise.com

The investment landscape has dramatically shifted, and sticking to old strategies could be detrimental to your returns. In this episode of the Slow Money Show by Revise, we delve into the concept of regime change and why your portfolio needs an update.

We'll discuss:
What a regime change is and how it's affecting markets today
The dangers of holding on to long-duration bonds and outdated investment strategies
Key signs that your portfolio is still stuck in 2021
Smart reallocating strategies that can help reduce risk and boost returns
How to adapt your investment strategy to survive and thrive in this new environment

If you want to keep more of your hard-earned money and stay ahead of market shifts, this episode is a must-watch! Join us as we break down the complexities of today's financial climate and provide actionable insights for a more resilient portfolio.

IMPORTANT DISCLOSURE

Revise Insurance Group LLC (“Revise Annuity”) is a licensed insurance producer
(domiciled in Illinois #3002790618; operating in California as Revise Insurance Solutions #6012761).
We are NOT a registered investment adviser and do NOT provide advice
regarding the purchase, sale, or holding of securities.

This video is for general educational purposes only and discusses insurance
products—primarily fixed indexed annuities (FIAs). Nothing herein constitutes:

• personalized investment, legal, or tax advice;
• an offer to buy or sell any security; or
• a representation of future performance.

Guarantees referenced are subject to the claims-paying ability of the issuing
insurer and may be subject to surrender charges and other contractual
limitations. Always consult your own qualified financial, tax, and legal
professionals before making any financial decision.

© 2025 Revise Insurance Group LLC. All rights reserved.