Highline Wealth Partners

04/22/2023

Newsletter 1st Quarter 2023 | Highline Wealth Partners - https://mailchi.mp/highlinewp.com/newsletter-3q22-13521191

03/09/2023

Newsletter Winter 2023 | Highline Wealth Partners - https://mailchi.mp/highlinewp.com/newsletter-3q22-13518507

11/15/2022

Today at 2 PM PT | Join our live conversation with Ambassador John Emerson -

Join us for an informative discussion with the Ambassador of the United States to the Federation of Germany from 2013-2017, John Emerson. During the virtual conversation, Ambassador Emerson will touch on the U.S. midterm election results, the Unites States’ relationship with China and the geopolit...

10/10/2022

Our latest quarterly thoughts and perspectives on the markets, economy, the Fed, and legislative changes that could impact your financial life.

Newsletter 3rd Quarter 2022 | Highline Wealth Partners - https://bit.ly/3q22HWP

https://mailchi.mp/highlinewp.com/newsletter-3q22

09/30/2022

Rebalancing your 401(k) is just as important as the initial setup.

It is important because over time, asset allocation can change and you need to make sure your current strategy still matches your plan.

Please DM us directly to set up a no obligation consultation,

09/22/2022

No better time then the present to reach out
Review, your 401k

09/15/2022

There are pros and cons to having a professional investment advisor manage your 401(k).

PROS
Higher savings rates and higher investment returns that participants realize
A financial advisor can help you allocate your contributions so that they meet your goals.

Maximize tax benefits

Managing money emotions can be challenging at times, this is where a financial advisor can step in and help you with the facts

CONS
You yourself must be the one that actually implements the strategy as your advisor does not have access to your accounts

There are fees associated and in some cases it might not make sense

DM us with any questions

09/13/2022

Market turmoil can rattle even the seasoned investor. This is something financial advisors know all too well, but want to help with.

Not only do financial advisors look out for their client's best interests, they also make sure their clients are on track with their financial goals, including the must anticipated retirement years.

Individuals who work with an advisor tend to plan better for retirement and feel more confident about their plans. The long-term effect: investors who work with an advisor are 92% more likely to stick to their plan, especially during the ups and downs.

09/09/2022

Today we celebrate National 401k Day! Yes, that is an actual "holiday." 😃

401(k)s serve as a key building block to help you prepare for your retirement.

It has been proven that when we write down our goals, we are more likely to accomplish them. The same concept applies to planning for retirement.

The first step: know your numbers so you can reach your goals.

Two questions you need to ask yourself:
Are you reaching your annual savings goals?
Are there any adjustments that need to be made?

Let me know how I can help. Feel free to DM me with any questions you might have.]

09/07/2022

It has been proven that when we write down our goals, we are more likely to accomplish them.

The same concept applies to finances. Those who work with an advisor tend to plan better for retirement and feel more confident about their plans.

The long-term effect here is investors who work with an advisor are 92% more likely to stick to their plan, especially during the ups and downs.

09/06/2022

Working with a financial advisor is so much more than money management. Having the guidance of a professional who has your best interest at hand is a piece of mind is comforting.

09/01/2022

Retirement is a topic that seems to be on everyone’s mind lately.

Maybe it is because of inflation or because of the social media influencers who swear they have retired at the age of 30.

Whatever the reason, retirement is something that affects everyone one way or another.

The time is now for professional advice.

Please contact us for more.