Broker Check

Analysis and Asset Allocation

Retirement Analysis

  • Lifestyle Expenses
  • Incomes and Working Capital
  • Income Tax Assessment **
  • Inflation
  • Survivorship Considerations
  • Forecasting

Investment Analysis

  • Income Tax Strategies ** 
  • Asset Allocation
  • Risk Tolerance

Estate Analysis

  • Probate and Inheritance Taxes
  • Long-Term Care Strategies
  • Living, Simple, By-Pass wills
  • Health Care Proxies
  • Powers of Attorney
  • Trust Strategies

Charitable Analysis

  • Charitable Remainder Trusts
  • Charitable Lead Trusts
  • Pooled Income Funds


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ASSET MANAGEMENT THROUGH ASSET ALLOCATION

Building a successful portfolio begins with defining your investment objectives and risk tolerance. As part of the planning process, we will continue to question you through several meetings to clearly define your investment philosophy and outlook. Prior to any recommendations, we require an understanding of your time horizons, tax considerations, objectives, attitudes toward risk, and cash flow needs.

ASSET ALLOCATION ACCOUNTS FOR PERFORMANCE

Strategic asset allocation can be the major determinant of how well your portfolio will fare over the long-term (e.g., 10+ years). In other words, the decision of what percentage of your assets is invested in stocks, bonds, and various asset classes has far more impact on overall performance over time than the decision of which individual investment to buy.

REDUCING RISK THROUGH ASSET ALLOCATION

Unlike market timing, strategic asset allocation adheres to a fully invested discipline with consistent exposure to selected asset classes and slight periodic shifts in response to or anticipation of changing economic conditions. Once an asset allocation has been recommended and reviewed, implementation towards a suitable portfolio begins. By implementing an appropriate asset allocation framework and selecting investment positions with consistently superior risk-adjusted performance, a portfolio’s performance can often be enhanced.