Moneta Partner Lynn Dunston featured by Local Denver 7 News

Local Denver 7 News turned to Moneta Partner Lynn Dunston to discuss the topic of retirement planning in a volatile market environment.

Here is an excerpt of Dunston’s insight from an article posted on thedenverchannel.com:

“So, a really good retirement plan is flexible and adaptable,” said Lynn Dunston, a partner at the wealth management firm Moneta.

Dunston says a good tip anyone should consider, even those not working with a financial advisor, is to keep some cash aside so it is not exposed to market volatility. The report from BMO showed this is happening more as more people are making yearly budgets and planning for the future, even if it is at a slower rate.

To read the full story on the Local Denver 7 News website, click here.

©2022, Moneta Group Investment Advisors, LLC. These materials have been prepared for informational purposes only based on materials deemed reliable, but the accuracy of which has not been verified. Past performance is not indicative of future returns. You cannot invest directly in an index. These materials do not constitute an offer or recommendation to buy or sell securities, and do not take into consideration your circumstances, financial or otherwise. You should consult with an appropriately credentialed investment professional before making any investment decision.

Additional articles