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Investment management is a term that encompasses a lot more than calculating the value of your portfolio. Managing investments also involves selling and buying assets, optimizing the allocation of assets in your portfolio, thinking of the tax implications, and reducing your risk. Managing your wealth is also a process that has to be customized to each individual. There’s no one-size-fits-all approach to investment planning and management.
When you work with us, we spend some time uncovering your current financial situation and your investment objectives. Then we’ll create a financial plan to guide us in managing your investments. For example, you may have a high risk tolerance, because you don’t need cash flow from your investments right now. Or, you may prefer to increase your tax savings by contributing the maximum amounts to a variety of retirement accounts. We can help you pursue your goals no matter where you’re at.
It’s never a good idea to leave your investment management up to chance. Investing in a retirement plan is only the first step. You also want to make sure that the assets you’ve chosen are performing as expected. This requires regular portfolio reviews. It’s equally important to ensure your portfolio still meets your investment objectives. The major benefit of investment management is optimizing the performance of your assets and protecting yourself from unnecessary risks.
When you think of investment management, you may primarily think of stocks, bonds, mutual funds, or other investment products. But investment isn’t just about purchasing assets. You also need to think about the tax implications and insurance protection. Our investment managers can give you an overview of the complete picture and make sure your financial planning is sound.
Investment management is also important once you retire. During retirement, we’ll create a distribution plan that maximizes your wealth earnings even when you withdraw money from those retirement accounts. This can be done by gradually converting some of your assets into liquid assets, allowing you to receive an income while still minimizing your tax burden.
We must manage your money in order to help you reach your objectives. Investment management is instrumental in reaching your financial goals. For specific questions, please contact us directly. In the meantime, here are some answers to general questions you may have about investment management.
Investment management, also known as wealth or money management, is key to protecting and growing your wealth. If you don’t keep track of your assets, you may lose money or receive an unexpected tax bill. If you don’t concern yourself with your investments, you’re leaving a lot of things up to chance, which can significantly reduce your net worth.
Expert investment management comes with certain advantages. You won’t need to spend a lot of time and energy on educating yourself about the latest tax rules, changes to the stock market, or the perfect allocation of assets. When you hire a professional, the investment decisions will still always be yours to make, but having expert guidance can be invaluable.
Investment planning can be as simple as setting up a retirement account or as complicated as examining every piece of your financial life. The more information we have, the better we can help you make decisions regarding your financial future. At the very least, investment planning will include buying and selling the right assets for your portfolio, using your objectives and risk tolerance to balance your portfolio, and taking action with your financial goals in mind.
When you hire financial experts for your investment management needs, we work hard to pursue your investment objectives. At AWN Tax, we create a strategy with your goals at top of mind, while measuring risks. Whether you dream of retiring soon, starting a company, or traveling the world, we can help you navigate your finances and make your life easier.
It’s never too early to talk to an investment planner, and it’s never too late to invest in yourself. Contact us today to get started.