• Follow
  • Follow
  • Follow
  • Fidelity Portal
  • Orion Portal
480-902-3333

IQ Wealth Management® - Annuity Authority & Investment Manager - Scottsdale, AZ
IQ Wealth Management® - Annuity Authority & Investment Manager - Scottsdale, AZ
  • Home
  • 401k & IRA
    • 401k & IRA Rollover
    • Additional Info
    • The IQ Wealth Smarter Bucketing System™
  • Annuities
    • Retirement Annuities
    • Retirement Income Strategies
    • Annuity Basics
    • Annuity Refinancing
  • Investments
    • IQ Wealth® Investment Portfolios
    • Buffered Index Investments
  • About
    • Meet Steve
    • Why Choose IQ Wealth?
    • IQ Expansion 2025
    • How We Work
    • Our Philosophy
    • FPA Code of Ethics
  • Tools
    • RMD Calculator
    • Retirement Shortfall Calculator
    • 72(t) Calculator
    • Finance Terms Glossary
    • Financial Planning Services
    • Medicare & Health Insurance
  • Radio
    • Mastering Money™ Podcast
    • Steve’s Radio Show
  • Blog
  • Contact

Do You Measure Stock Market Losses in Dollars, Or Percents?

by Steve Jurich, AIF® | Feb 19, 2019 | Blog

Prior to retirement, investment mistakes and market losses are measured in percents rather than dollars. After retirement, that formula reverses. Retired investors stop thinking in terms of “percents” and start thinking in terms of dollars. On a...
IQ Wealth Management footer logo

Quick Links

  • Home
  • 401k & IRA Rollover
  • Retirement Annuities
  • Investment Portfolios
  • Financial Planning
  • Podcasts
  • FAQ
  • Contact

Address

  • 8777 N Gainey Center Drive
    Suite 200
    Scottsdale, AZ 85258

CONTACT US

  • Local: 480-902-3333
  • Toll Free: 888-310-1776
  • Monday - Friday
    9 am - 5 pm

Client Access

  • Fidelity Portal
  • Orion Portal
All written content on this site is for information purposes only. Opinions expressed herein are solely those of IQ Wealth Management and our editorial staff. Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee based financial planning and investment advisory services are offered by IQ Wealth Management, a Registered Investment Advisor in the State of Arizona. Insurance products and services are offered through IQ Retirement Planning, Inc. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Arizona or where otherwise legally permitted. All references to locations outside of Arizona relate to our insurance services division only. Steve Jurich is a licensed life and annuity agent authorized in multiple states including California. (License 0b85609). Because our portfolios often allocate a combination of securities and insurance based products, we believe it is important for the consumer to understand the difference. Securities can and do lose money. Fixed index annuities should be viewed as long term income vehicles. Guaranteed Withdrawal Benefits are optional rider benefits for premium avaialble on some annuities, not available in all states. All guarantees are contractual guarantees provided by the claims paying ability of the insurer. Early surrenders beyond penalty free withdrawal privileges may incure surrender charges. Withdrawals prior to age 59 1/2 may incur tax penalties. Income rider values are are designed to generate contractually guaranteed income streams based on pooled reserves, and are separate from accumulated values. No specific investment, tax, or legal advice is being given and no offer is made to sell or buy any security, nor any specific insurance product. Always consult your tax preparer for tax advice. Past performance of all financial vehicles and indexes should not be relied upon to predict future results.Income and withdrawal guarantees on fixed index annuities refer to income values, not interest rates on accumulation values. Income withdrawal benefits are drawn from accumulation values. When withdrawal rates exceed interest rates on accumulation values, accumulation values are in position to fall. When withdrawal rates are less than interest rates on accumulation values, accumulation values are in position to rise. See your annuity documents for details.
Investment advisory services by IQ Wealth Management, a registered investment advisor. Annuity income guarantees rely on the financial strength of the insurer, so compare ratings and track records with an advisor committed to a fiduciary standard. Income rates and amounts quoted depend on the age of the annuitant and the time of deferral before beginning lifetime income from the Guaranteed Lifetime Withdrawal Benefit. Annuity and insurance services provided through IQ Retirement Planning, Inc.
Sitemap | Privacy Policy | Terms & Conditions
Copyright © 2014-2025 IQ Wealth Managment®, All Rights Reserved