Investment Management
Investment Management questions we get asked…
1. What fees or expenses are in my investments?
2. What should I do if the market crashes again?
3. How can I ensure my investments are appropriate?
4. How can I safeguard against future market crashes?
5. Do my investments align up with my values?
The Importance of Managing Costs
Two factors we can manage are costs and taxes.
Our investment approach is based on extensive research that highlights the benefits of low-cost strategies for investors.
This ensures you retain more of your money and pay fewer fees.
Fees DO matter, and many advisors have their clients in mutual funds with expense ratios of over 1%, on top of the fee you pay your advisor.
This one decision could cost you tens of thousands over your lifetime. Don’t believe us? The math could surprise you!
Reach out to our team to see if you're paying more than you really need to. Like you, we would rather see the money go into your pocket, not to some fund manager!
Simplifying Your Investment Strategy
When you consult with many “advisors,” it can seem like they are just trying to sell you something.
We believe that simplifying your investment strategy and aligning it with your income and tax plans is key to your success.
By adding ongoing monitoring, tax-loss harvesting, and rebalancing, you'll have a winning formula.
This all begins with our process at 402 Financial.
Click here to schedule your free planning session.
There's no need to prepare anything in advance; we'll simply ask you insightful questions.
