Skip to main content

  • Home
  • Our Philosophy
  • Our Services
  • Resources 
    • Articles / Blog
    • Events / Seminars
    • Client Account View
    • Calculators
    • Useful Websites
  • Contact

    You are here

  1. Home
  2. Archived Blog
  3. February 2016

February 2016

Portfolio Investing: Do You Know Where you are Right Now vs. Where You’re Headed?

Submitted by Wealth Manager Group - Providing Clarity in a Complex World on February 22nd, 2016

CEOs do it’ athletes do it; in fact, anyone who needs to be able to achieve a certain level of performance in order to achieve a specific goal constantly assesses where they are in relation to where they want to be. This is to ensure that available resources are being utilized optimally at all time. It may seem OK to overshoot the goal, but if resources are being utilized in the wrong way – too inefficiently, too costly, too risky (or not the right kind of risks) – it will likely undermine the long term prospects of achieving it. And, you certainly don’t want to undershoot the goal because that could be disastrous. A gap analysis, a sort of snap shot of your current situation, will tell you what adjustments need to be made in your plan to get you on track.

Tags:
  • goal setting
  • investing
  • risk management
  • Read more

Five Things You Should Expect From Your Financial Advisor

Submitted by Wealth Manager Group - Providing Clarity in a Complex World on February 15th, 2016

In the realm of investment advice, value is defined by what you receive from your advisory relationship that meets or exceeds your expectations. For most clients, it has much less to do with pricing or investment performance, than it has to do with the fulfillment of promises and commitments made at the outset of the relationship.  But the commitments will only have value if they are based on your stated needs and expectations.

You should expect your financial advisor to have in place a clearly defined process for working with you to develop and implement your investment strategy. You know you’ve found the right financial advisor when that process includes, at a minimum, these five elements:

Tags:
  • financial advisor
  • financial planning
  • retirement planning
  • risk management
  • smart investing
  • tax planning
  • Read more

The 4 Essential Elements of a Retirement Plan

Submitted by Wealth Manager Group - Providing Clarity in a Complex World on February 8th, 2016

Until recently, many retirees have been able to rely upon the three-legged stool of retirement income sources: A defined benefit pension plan that guarantees a lifetime income, their own savings, and Social Security. Within the last couple of decades, the first leg of the stool has all but disappeared as many defined benefit plans have been replaced with defined contribution plans such as a 401(k) plan. This has shifted the responsibility for creating a retirement income source to the individual. With expanding life spans and increasing retirement costs, it will require serious retirement planning to ensure that your income will last a lifetime. Here are the four essential elements of a sound retirement plan:

Tags:
  • investing
  • retirement planning
  • risk management
  • smart investing
  • wealthmgr
  • WMG
  • Read more

How to Build a Realistic Budget and Stick with it

Submitted by Wealth Manager Group - Providing Clarity in a Complex World on February 1st, 2016

At the core of any successful financial enterprise, be it a household or a business, is a sound an effective budget plan that is used to drive all cash flow decisions, large and small, on a daily basis. Businesses have profit goals, and families have savings goals, both of which require budgeting and cash flow management to meet them consistently.  Using the tools that are available to you online and in software packages will give you the ability to budget like a pro and manage your surpluses to increase your savings.

Tags:
  • budgeting
  • wealthmgr
  • WMG
  • Read more

Recent Blog Posts

  • Meet the 529: Your Best New Collegiate Friend
  • Does Investing Inertia have you Trapped?
  • Picking the Brains of the Rich – We Find Some Investment Nuggets

Archived Blog

  • February 2017 (1)
  • January 2017 (2)
  • November 2016 (3)
  • October 2016 (4)
  • September 2016 (4)
  • August 2016 (2)
  • July 2016 (3)
  • June 2016 (3)
  • May 2016 (5)
  • April 2016 (4)
  • March 2016 (4)
  • February 2016 (4)
  •  
  • 1 of 2
  • ››

Categories

  • 401(k) (1)
  • 401k (1)
  • 529 plan (2)
  • alternative investments (1)
  • asset allocation (2)
  • baby boomers (1)
  • bear market (1)
  • behavioral finance (2)
  • budgeting (2)
  • charitable giving (2)
  • college planning (2)
  • college savings (4)
  • Company Stock (1)
  • credit card fraud (2)
  • credit card tips (1)
  • disability insurance (2)
  • Education Savings Account (1)
  • Estate planning (3)
  • financial advisor (2)
  • financial goals (2)
  • financial planning (10)
  • financial risks (1)
  • fraud detection (1)
  • global risk (6)
  • goal setting (2)
  • identity theft (3)
  • impact investments (1)
  • Income Protection (1)
  • investing (28)
  • investing mistakes (1)
  • investment performance (1)
  • life insurance (3)
  • long term investing (4)
  • market risk (1)
  • media (1)
  • politics & investing (1)
  • portfolio management (8)
  • private equity (1)
  • protect your assets (5)
  • retirement (5)
  • retirement planning (7)
  • risk averse (2)
  • risk management (28)
  • risk tolerance (3)
  • Rollovers (1)
  • Roth IRA (1)
  • secure (1)
  • secure storage (1)
  • security code (1)
  • self value (1)
  • smart investing (38)
  • social security (3)
  • student loans (1)
  • tax faqs (1)
  • tax planning (11)
  • taxable estate (2)
  • volatility (2)
  • warren buffet (1)
  • wealth tips & tools (2)
  • wealthmgr (30)
  • will (1)
  • WMG (37)
  • women & money (1)

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: (619) 574-7526
Fax: (619) 574-7532

Email: ahughes@wealthmgr.com

Address: 3131 Camino Del Rio North, Suite 1650, San Diego, CA 92108

Get Directions

Quick Message

  • Sitemap
Irving M. Eisenberg and Matthew P. Luckham are Registered Representatives of and offer securities products and services through Royal Alliance Associates, Inc., a registered broker-dealer, Member FINRA/SIPC. In this regard, this communication is strictly intended for individuals residing in the states of Arizona, California, Florida, Georgia, Hawaii, Illinois, Michigan, Missouri, Nevada, North Carolina, Ohio, Oklahoma, Oregon, Texas, Utah, Virginia, Washington and Wisconsin. No offers may be made or accepted from any resident outside the specific states referenced.
Irving M. Eisenberg and Matthew P. Luckham are also separately registered as investment adviser representatives under the Wealth Manager Group LLC, a Registered Investment Advisor, offering advisory services in the State of California . As such, these services are strictly intended for individuals residing in California.
Advisory services offered through Royal Alliance Associates, Inc., a Registered Investment Advisor. Wealth Manager Group LLC is not affiliated with Royal Alliance Associates.
IMPORTANT CONSUMER INFORMATION:
A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.
For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
This communication is strictly intended for individuals residing in the state(s) of CA. No offers may be made or accepted from any resident outside the specific states referenced.

© 2019 Wealth Manager Group LLC. All rights reserved.

Website Design For Financial Services Professionals