Determining how to adjust your strategy as you near retirement can feel complicated. Together, we’ll help you create a plan that balances the need for short-term cash flow with the desire to continue growing your nest egg throughout your years as a retiree.
After we’ve created a financial plan, we need a vehicle to get you to the retirement you’ve always imagined. That’s where your investment portfolio comes into play.
Our portfolios are designed to maximize our client’s probability of success, no matter what that means to them.
While each client’s specific needs and goals will be different there are several key attributes that are common to all of our portfolios:
- Systematic – Each strategy uses a repeatable process to reduce or eliminate emotion when making investment decisions
- Transparent – All of your holdings are visible to you every minute of every day so you know exactly what you own and why you own it
- Evidence-Based – Each strategy is grounded in academic research and not storytelling
- Low Cost – Our portfolios are executed with Exchange Traded Funds (ETFs) which provide cost-effective, liquid, and tax-efficient exposure to the asset classes that make up our client’s portfolios
iNNOVA Wealth Classes
Sign up for our highly informative seminars taught by seasoned financial planners.
Each course provides real world information and tools to help simplify the complexities surrounding retirement, tax planning, investing and general financial planning.
Who did what? Lessons From a Billionaire
Before this month very few people have ever heard the name Bill Hwang. Hwang began his career at Peregrine Securities as an equity salesperson. While there Hwang met legendary investor Julian Robertson, founder of Tiger Management and one of the greatest investors of all time. […]Read More
Your Savings Account Earns How Much?!?
For the past decade, the interest rate provided by banks for a savings account has been putrid. When it didn’t seem like it could get worse, following the pandemic, the national average on savings deposits hit a startlingly low 0.04% . That means the $50,000 […]Read More
Are You or Someone You Love Becoming a Day Trader?
Casinos may be operating at a reduced capacity right now, but gamblers are still getting their fix. Wall Street has been overrun by thrill seekers, tired of lockdown and looking for an outlet. I’m all for someone having fun but when someone’s understanding of the […]Read More