Your portfolio includes more than just your stocks and bonds. Portfolio management companies must take into account potential growth investments, inheritance implications and your financial assets including insurance, annuities and real estate. Your portfolio must be designed to help protect your family and your estate and help provide for your lifestyle in retirement.
As a portfolio management firm, Retirement Evolutions Wealth Management creates investment and portfolio management plans to help identify potential impacts on your investments. We will help you make important decisions to help protect your portfolio for a more secure financial future. Retirement Evolutions provides experience with the following financial tools to help you reach your goals:
- Helping you optimize and diversify your investments
- Evaluating and recommending growth opportunities for your needs
- Helping protect your investments through risk management
- Helping develop your retirement plan
- Managing external impacts on your portfolio
- Helping you develop sound financial priorities
- Planning charitable and family gifting
- Providing financial information and insight
- Portfolio management planning
We take the time to fully understand your individual circumstances and your financial objectives in order to help provide a customized portfolio and asset management plan. Our investment advisors can provide you unbiased advice and work on your behalf.
Portfolio and Asset Management
Attempting to develop your own investment portfolio can be complex and confusing, and ineffective portfolio and asset management can put your assets at risk. In fact, there are an abundance of financial choices and new financial products to understand.
Working with an experienced and trusted advisor will help you make the right decisions. As your financial guide, we’ll help make sure you have the information necessary to evaluate emerging opportunities and manage personal finance issues to prioritize and reach your retirement goals. Your personal portfolio management plan will reflect your financial needs and values in order to meet your retirement objectives.
Retirement Evolutions Wealth Management offers investment management strategies designed to fit your financial needs.
By contacting us, you may be offered insurance and/or investment products for sale.
LISTEN TO JOHN AND KARYN ON THE RADIO
Thirty years ago, developed markets were seen as much more stable than smaller, emerging countries. But as political division and uncertainty permeates the West, the differences have faded, and emerging markets (EM) have shed the high-risk perception that accompanied foreign investment.
Sound government situations, conservative monetary policy and lower levels of debt were once staples of developed markets, while EMs posed higher risks with regard to politics and central bank policies. EM countries have evolved, along with their institutions and policies, while populist politicians have gained prominence in the West by touting the benefits of isolationism and protectionism.1LISTEN
If you look on the internet, you can find step-by-step instructions to do almost anything. But what about retirement planning? You can get a lot of information but putting the final plan together is something best done with professional help and guidance. Today Jon and Karyn provide four areas where a financial pro can be most valuable in getting things in shape for your post-working years.
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Each quarter we give our clients the chance to huddle together and receive some analysis regarding what transpired in the U.S. markets in the proceeding quarter. One of the staples we like to share is how the major asset classes performed and compare it trailing performance during recent years (like this chart below). It is always interesting to see how much fluctuation there can be in short period of time. For example, notice 2017’s leading sector of “Emerging Markets” fell completely to the bottom in performance in 2018 while “Cash” demonstrated the inverse.LISTEN
You may be getting near the finish line and set to retire. But are the investment decisions you have made the right ones for you? Jon and Karyn look at four strategies which explore retirement expenses and ways to address them, to protect against unnecessary risks and allow the right growth pathways for that valuable nest egg.
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What’s the secret to Col. Sanders’ recipe for fried chicken? Is the reason Coca-Cola tastes different from Pepsi based on a formula locked up in a vault at corporate headquarters? For many companies, their trade secrets – also known as intellectual property (IP) – are a key differentiator and the primary reason for their success. For some, it’s a recipe or a chemical formula. For others, it’s customer data or proprietary technology.LISTEN