The Advantages of Goal Based Planning

Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

Published by Robert Meath

Over the last two weeks the markets have experienced increased volatility and what some may view as a correction. This comes after 2017 when the markets experienced the least volatile year on record. Perhaps, we got a little spoiled. Where as you can never predict the timing of a correction we were overdue, and we made it a point to discuss this with you during many of our meetings.

Increased volatility certainly brings uncertainty.However, at times like this the advantages of our wealth management process and goal based planning becomes very apparent.

A core part of our process is aligning your wealth and resources with your most important goals.

For example, if you’re retired or close to retirement, we have designed a retirement income strategy that has a very high confidence factor and is not as dependent on “the market” in the short term.

For your longer term goals, we aim to invest more aggressively to receive higher returns, but we also understand that will experience more volatility. Our planning allows for this, which helps us feel more comfortable, when we do experience volatility.

By aligning your investment strategies with an appropriate time frame, and educating you about that process, we find our clients are able to feel more comfortable, especially at times of market volatility. You know you are “okay” during these times.

Please find a link here to view some thoughts on the market from our Chief Financial Officer. As always if you have questions or concerns please call.

 

Robert Meath is a wealth advisor and founder at Meath Wealth Advisors based in Minneapolis. Robert has over 35 years of experience. He draws from this extensive experience of diverse market landscapes and relies on his analytical acumen and robust grasp of the markets to support the firm’s investment strategies. He has developed a personal style to guide individuals, families, and businesses through the firms holistic wealth management process. Click here to learn more about Bob.

 

 

The views stated in this blog are not necessarily the opinion of Cetera Advisor Networks LLC and should not be construed directly or indirectly as an offer to buy or sell any securities mentioned herein. Due to volatility within the markets mentioned, opinions are subject to change without notice. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed. Past performance does not guarantee future results

Share:
facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.
Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

RECENT POSTS

Charitable Giving Strategies in a High-Income Year

Tom Fridrich, JD, CLUⓇ, ChFCⓇ, Senior Wealth Planner  The end of the year offers an ideal opportunity to look both forward and back — reflecting on recent achievements, while setting goals for the upcoming months. For many of my clients, it’s also a time to review their finances and i …

Let’s Talk About Midterm Elections and Your Investments

This week was midterm elections and we’ve had many questions about what it all could mean, which we’ll tackle in today’s blog. We consider it a great honor to vote, and while we may not know the final results of the election for days (or even months), what we do know is the election will …

3 Nontraditional Ways to Give That Still Qualify for a Tax Deduction

Kevin Oleszewski, Senior Wealth Planner ‘Tis the season to give. In fact, 37% of charitable giving occurs during the last quarter of the year — 20% of it in December alone, according to a survey conducted by the Blackbaud Institute. And while the holidays are traditionally a time to reflect …

Considering Tax Loss Harvesting? What You Need to Know First

Kevin Oleszewski, CFP® Senior Wealth Planner As the tax year draws to a close, many high-income investors will look to reposition their portfolios to intentionally generate losses as a way to offset gains — an investment strategy known as tax loss harvesting.
1 2 3 100 101 102

Get in Touch

In just 15 minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Schedule a Consultation