Let's Talk About
Wealth Management
Investing in the stock market is a tricky process.
The performance of each stock will change as time goes on. In order to prevent losses, it’s vital that you do your research and invest in the right stocks at the right times. It’s our belief it would be best for you to work with a financial advisor with an “active” approach to wealth management. But, what does this mean exactly?
"Active" Or "Passive" Money Management?
“Passive” money management means you don’t have someone looking after your investments. This might work fine over a long period of time, but it comes with a higher risk. “Active” money management, on the other hand, involves having someone advising you on how you should invest. This is done in order to hopefully get you more long-term success.
Let's Get You On Track With Our
Annual Financial "Checkups"
Our annual meetings or “checkups” with our clients offer an opportunity for us to take a look at their finances, the success of their retirement strategy, and how it may be improved. Checking in on you to make sure your finances are still in order is something that sets us apart from other wealth management professionals like us. How do you know your retirement strategy is still working for you? There are several factors that can affect your investments over the course of a whole year. However, we can help you stay on track at our annual meetings. Some possibilities we can discuss include:
- Your asset allocation could be out of balance
- Your portfolio might not be as diversified as you think
- Laws change frequently–for example, changes in tax law
- Your financial goals might have changed since last year
- Your life situation could've also unexpectedly changed
