The Wealth Transition Collective

06/23/2022

Timing the market is an investment strategy in which the investor tries to identify the best times to be in and out of the market. We've seem time and again how risky and unsuccessful this strategy can be.

Instead, we recommend making time your ally. Hold onto your investments through volatility, but make sure your portfolio is having regular check-ups.

Schedule a call with us to help determine which other investment strategies are right for you.

06/22/2022

Changing interest rates can cause volatility in the stock market, but the key is to remain focused on your long term financial goals. If you have questions about how your portfolio will withstand inflation and volatility, give us a call. We're happy to give it a second look.

06/16/2022

Dramatic shifts in the market can be scary, even for the most experienced of investors. It's only human nature to want to react impulsively in the face of volatility, but remember that this type of trading can be detrimental to your long-term financial goals.

Choosing to stay the course is often the best course of action. If you aren't confident in your current financial strategy, please reach out to us. We can help you navigate your uncertainties.

06/14/2022

In the face of a potential economic recession, it's important to plan, rather than panic.

Some things to look at are:
• Your risk potential. How much financial
risk are you currently undertaking?
• Investment opportunities. This could
be a great time to buy-up investments at
a discount.
• Your emotions. Keep them at bay, and
stay rational.
• Your goals. Self-reflect, and check in
on your overall financial strategy.

Now is a great time to sit down with a financial advisor to prepare. Schedule a call with us today.

06/09/2022

Your probability of becoming and staying wealthy is more closely connected to your behavior than your financial “sophistication” or academic pedigree.

06/07/2022

The purpose of a COLA is to ensure that the purchasing power of Social Security and Supplemental Security Income (SSI) benefits is not eroded by inflation.

What does this mean for you? It's just one of many factors that determine whether or not you'll retire comfortably. Reach out to us for more detailed information about COLAs and other retirement facts and resources.

06/02/2022

Are you interested in investing but not sure where to start? We're here to coach you through it. As a starting point, here is a quick guide on some common investment terms.

If you'd like to learn more, please give us a call!

Our focus is to integrate our life's purpose into our financial planning practice. To be trusted advi

05/30/2022

This Memorial Day we honor those who made the ultimate sacrifice in service to our country and to their families. 🇺🇸

05/29/2022

When it comes to shoes, one size doesn't fit all. The same can be said about investments. While a 529 plan offers tax benefits when used to pay for qualified education expenses for a designated beneficiary, it might not be the best fit for everyone.
When sizing up your investment options, it's always helpful to get a second opinion. We're here to help.

05/26/2022

Sometimes we aren't aware of our financial habits. With consistent portfolio reviews, we can brighten your perspective.