Year-End Strategies: Four Key Opportunities to Consider
Explore essential year-end tax planning strategies to help reduce taxes, optimize your portfolio, and capitalize on time-sensitive opportunities before December 31.
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INVESTMENT MANAGEMENT APPROACH
WE BELIEVE IN HIGHLY ENGAGED FINANCIAL PLANNING RELATIONSHIPS.
financial solutions that fit your life
EntryPoint Wealth Management believes that every client situation is unique, therefore your investment portfolio should reflect the different circumstances and objectives of your Financial Plan.
OUR APPROACH IS BUILT ON
3 CORE PRINCIPLES:
3 CORE PRINCIPLES:
Reduce the Impact of Investment Fees over time by low-cost exchange-traded funds.
Build the right mix of Stock and Bond portfolios to achieve your goals over time.
Consider Thematic Investment where implementation can deliver promising risk and reward objectives.
WE PUT OUR PORTOFLIO MANAGEMENT EXPERIENCE TO WORK FOR YOU:
- We believe that your investment portfolio should be diversified so that you are not concentrated in only a limited amount of investment holdings.
- We believe that your investment portfolio should use Asset Allocation to its benefit. Your portfolio should be invested in different types of securities such as US Stocks, International Stocks, Real Estate, Bonds, etc.
- We believe that your portfolio should be reallocated to include the best investing ideas periodically. Tactical Investing enables our clients to benefit from an optimized portfolio based on the current themes of the capital markets.
- We believe that you need to own certain types of assets in certain types of accounts. Asset Location is critical to pinpoint exactly where you should own a specific type of security.
- We believe that you should maximize tax benefits investment structures such as 401k’s, IRAs, and Investments with built-in tax benefits such as tax-free income or depreciation pass through. You should only invest in an annuity as a last resort – most of the time, an annuity is a poor recommendation and is misrepresented to you.
LET'S ACHIEVE MORE, TOGETHER.
Our goal for you is that through our partnership, we create a calm in your financial life enabling you to engage in the more important aspects of your life. Contact us today to start your financial journey.