Financial Planning + Investing

Let us explain the basics of planning and investing in a way that makes sense. Find out how we build financial plans and investment strategies custom-tailored to your goals.

Volatility Is Not Risk

The two should not be confused. Provided by Magnate Wealth Management What is risk? To the conservative investor, risk is a negative. To the opportunistic investor, risk is a factor to tolerate and accept. Whatever the perception of risk, it should not be confused with volatility. That confusion occurs much too frequently. Volatility can be […]

Wisdom from Warren Buffett

One of the world’s most heralded investors simply keeps calm and carries on. Provided by Magnate Wealth Management If you ask someone who the “world’s greatest investor” is, the answer more often than not may be “Warren Buffett.” That honor has never formally been awarded to him, and many other names might be in the […]

How Can You Make Your Retirement Money Last?

These spending and investing precepts may encourage its longevity. Provided by Magnate Wealth Management All retirees want their money to last a lifetime. There is no guarantee it will, but, in pursuit of that goal, households may want to adopt a couple of spending and investing precepts. One precept: observing the 4% rule. This classic […]

What Expenses Could Change When You Retire?

Some costs could rise, fall or even disappear. Provided by Magnate Wealth Management Your retirement may seem near at hand or far away, but one thing is certain: your future will differ from your present. Financially, that fact is worth remembering. Some of the costs you have paid regularly all these years may suddenly decrease […]

October Is National Financial Planning Month

Saving is a great start, but planning to reach your financial goals is even better. Provided by Magnate Wealth Management Are you saving for retirement? Great. Are you planning for retirement? That is even better. Planning for your retirement and other long-range financial goals is an essential step – one that could make achieving those […]

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