Money is first and foremost a tool for acquisition. Therefore, money management requires different strategies depending on its eventual purpose. Saving money for a down payment in the purchase of a first home requires a very different strategy than managing and dispersing money as part of a retirement plan.
As well, money management strategies to finance a child’s education are different from growth strategies over 25-30 years towards retirement.
When we create your portfolio, we consider time horizon, volatility and your comfort level as well as a number of technical factors to achieve proper diversification.
Since every asset class and stock sector rotate through economic and political cycles, we incorporate the latest money management programs to stay in touch with the trends and cycles that may affect our client’s portfolios.
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