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.

Applying Science to Investing

An introduction to Dimensional for investors, this video underscores how science has transformed every aspect of our lives, including investing.

Dimensional Introduction

A brief introduction to Dimensional, this video highlights the firm’s academic roots and unique offering to clients.

How Do I Handle the Ups and Downs in the Market?

Independent financial advisors explain that maintaining a well-diversified portfolio allocated according to your risk tolerance, investment goals, and time horizon is the key to handling market volatility.

Why Should We Invest Internationally?

Independent financial advisors explain that half of the world’s investment opportunities exist outside of the US, and not investing internationally may cause you to miss out on these opportunities and the diversification benefits they provide.

Is Now a Good Time to Be in the Market?

Independent financial advisors explain that the decision to be in the market should be based on your long-term financial goals—not the short-term performance of stocks.

Magnate Wealth

is here to turn your

dreams into a reality.

Magnate® Wealth Management is a trademark of Magnate Wealth Management, LLC and is registered with the U.S. Patent and Trademark Office.
All other trademarks and registered trademarks are property of their respective owners.

Copyright © 2017 Magnate Wealth Management, LLC.   All Rights Reserved.