Lewis Retirement Solutions LLC

08/06/2024

July 2024 Market Commentary

04/25/2024

At Lewis Retirement Solutions, we provide clients with exposure to the commercial real estate sector through the Bluerock Total Income Real Estate fund.
Call us if you want to learn more. 573-348-0663
https://bluerock.com/bluerock-total-income-plus-real-estate-fund/

Valuations in the private real estate market are finally starting to reflect higher interest rates and tighter debt availability.

12/13/2023

Our phones have been restored.

12/12/2023

Our phones are not working today due to an error by spectrum business. I expect that it will be repaired tomorrow Dec 13th. We apologize for any inconvenience!

12/26/2022

Merry Christmas

11/11/2022

05/05/2022

Are you diversified from the market rather than in the market? Today the nasdaq closed down another 5%. That makes -22% year to date and -10% over the last twelve months. Being invested in stocks and bonds have historically given positive returns over the long term, however those aren't the only investments to do so. Does being diversified in the market really matter when everything in the market is falling? Why not own the traditional public market investments AND own non correlated assets such as institutional private real estate, non traded preferred stocks, and diversified private equity funds. These type of strategies have been used for decades by large institutional asset managers but are not commonly offered to the average investor. If you're asking yourself why hasn't my advisor told me about these types of investments? It might be that they simply don't offer them. Give me a call and let me show you how you can diversify your portfolio with investments that are not correlated to the overall public markets. 573-348-0663

07/15/2020

While the recovery may be a long-term journey, there have been some signs of hope in recent months…

The first half of 2020 has been a rollercoaster ride. The COVID-19 pandemic completely altered our way of life and threw the economy into a tailspin. Most states have started the reopening process,...

07/14/2020

Even in down years, there are still opportunities to improve your financial future. We are sharing three such moves to consider in your strategy…

​It’s hard to find good news in today’s economic environment. COVID-19 single-handedly brought an end to the longest bull market in history and ushered in record-setting unemployment. If...

06/09/2020

Can you now take distributions from your 401(k) plans and IRAs without paying early distribution penalties?

Lewis Retirement Solutions, LLC

06/09/2020

What does the future hold for the stock market and the economy? When will the economy recover?

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05/27/2020

What happens when you’ve hit your contribution limit with your 401(k) but want to do more?

Are you one of the more than 58 million Americans who use a 401(k) plan to save for retirement? As of the end of 2019, 401(k) plans held more than $6.2 trillion, which accounts for nearly 20% of all retirement assets in the United States.1