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Kicking & Screaming


A Bear market and inflation may force retirees to tap into other assets

Retirees’ patience is wearing thin as the bear market has gone on longer than anticipated or longer than their financial advisor told them. Consequently, some investors may consider abandoning their investment strategies as they consider a bleak market outlook. Those who sought refuge in bonds found themselves in a market that was ugly to the core. 

Scott Hanson, cofounder of Allworth Financial recounts his experience with one client who called every two months in 2007 to ask if he should liquidate his stocks. In March 2009 despite

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Editor in Chief:
As a prominent commentator and Editor in Chief at, Shannon Hicks has played a pivotal role in reshaping the conversation around reverse mortgages. His unique perspectives and deep understanding of the industry have not only educated countless readers but has also contributed to introducing practical strategies utilizing housing wealth with a reverse mortgage.
Shannon’s journey into the world of reverse mortgages began in 2002 as an originator and his prior work in the financial services industry. Shannon has been covering reverse mortgage news stories since 2008 when he launched the podcast HECMWorld Weekly. Later, in 2010 he began producing the weekly video series The Industry Leader Update and Friday’s Food for Thought.
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