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Crown Haven Wealth Advisors Carmel, Indiana

Crown Haven Wealth Advisors

Specializing in working with retirees and pre-retirees in developing investment, income and estate plans in the Carmel and Indianapolis areas of Indiana.

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Financial Planning Insanity Defined

You have seen over and over again that every few years, the market crashes. Sometimes it crashes hard. For most of your life, you didn’t really care. In fact, if you’re like me, I wanted the market to crash back in those days. Why? Because it was a buying opportunity. Besides, I knew the market would recover. And I was young enough that I wasn’t going to use the money anytime soon.

Remember the definition of insanity, doing the same thing over and over again, expecting different results. The truth is that nothing has changed. Your portfolio was at risk when you were 25 years old, just as much as it’s at risk today. So what’s the difference?

Your age, your time period for any new recovery. The very thing that makes putting your retirement money in the stock market bonds, real estate variable annuities, or any other variable investment crazy is that you’re doing the same thing over and over again, expecting a different result. I can tell you, the results will not be any different. Your investments will go up and your investments will go down. They will do great, then they will crash. What is different is that now it can happen when you are near or in retirement. At the very same time you need your money to live. If you’re at or near retirement, it’s time to stop the insanity and look at an option that’s appropriate for retirement goals.

If want to learn how to stop the insanity with your retirement, we invite you to work with our financial planning team. Through our RetireSHIELD® program we can provide you with a lifetime of income you will never outlive.


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Listen to Casey Marx, Smart Money episode “Definition of Insanity, Cliff Young Shuffle, Fake News and Underliving Your Retirement” on the player below or on your Apple Podcast App or Android device.


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Crown Haven Wealth Advisors
11555 N Meridian Street
Suite #560
Carmel, IN 46032
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317-564-4691

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Investment Advisory Services offered through Crown Haven Wealth Management, LLC.
Insurance Products offered through Crown Haven Wealth Advisors, LLC
Tel: 317-564-4691
Crown Haven’s Form ADV | Disclaimer | Privacy Notice

Crown Haven Wealth Management LLC is a state registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. Information presented is for educational purposes only and is not intended as an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.