Focus Wealth advisors are broadly published in the financial press.
Are you ready to become a better investor by learning some of the important principles that drive the creation of Wealth? Read the entire 12 article series.
Constructing client portfolios is part science and part art. Having a disciplined process and being able to communicate it is important so our clients can understand why they own what they own. As an advisor who adheres to an evidence-based investment philosophy, here is the logical process we use to build a client’s portfolio.
The need for retirement planning doesn’t end with the onset of retirement. A new retiree’s focus shifts from building wealth to managing and preserving it. One major challenge is to make the investment portfolio supply cash flow for the duration of life—and through different economic and market conditions.
Wealth Management involves in depth knowledge and experience in a wide range of financial topics. A partial list would include income taxes, investment management, employee benefits, social security, insurance, estate planning and retirement plans.
This is a true tale of two women, Joan and Mary, whose 80-something mothers died within weeks of each other. They both knew the importance of having their parents do some estate planning, but only one succeeded in getting it done. What a difference it made.