In a stock market rally like this, it easy to make the mistake that the only way to build wealth in the stock market is on the basis of the stock price alone. But many stock market fortunes have been built with stock splits and dividends over time. When you own shares of a company whose stock splits, and then splits again and the share price continues to retrace its price pattern- the value of your holdings grows exponentially, even through down markets. Today, we’ll use Amazon as an example, following it from its birth as an IPO in 1997, through its multiple stock splits, and magnificent growth. Ten thousand dollars held since inception in Amazon would be worth more than 12 MILLION DOLLARS today. We’ll examine how staying with money-making companies over time, rather than frantically buying and selling, could be your BEST path to success. Don’t miss it…MASTERING MONEY is on the air!!!
Mastering Money 9/2/20
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401k & IRA Rollover
We help you turn your 401k, 403b, 457, ESOP, TSP, or IRA into a true retirement plan.
Retirement Annuities
We compare up to 1200+ annuities to determine the right fit for our clients’ income, preservation, and diversification goals.
Investment Portfolios
Explore the IQ Wealth® Growth Portfolios: Fee-only, rules-based, disciplined, visionary. See how our investment approach works to grow wealth and complement a rock solid retirement plan.
Bucket Planning
Rather than a tired and old-fashioned “pie chart” approach to retirement planning, we enlist the use of Bucket Planning to better secure our clients’ future.
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About IQ Wealth®
At IQ Wealth, we believe smarter planning is the key to a more trouble-free retirement. Our unique process, Smarter Bucketing™ helps our clients simplify and clarify their finances. Bucket planning is a common-sense system of allocating money according to its purpose. When each dollar in your portfolio has a job to do—and a timeline for getting it done—your financial plan is more clear and realistic.
Today’s crazy markets are leaving many folks wondering where and how to allocate their money. Rather than placing faith in the whims of the market, the IQ Wealth approach is clearly defined and systematic. Our fee-only approach to equity management means that when YOU do better, we do better. Your best interests always come first at IQ Wealth–no exceptions, no excuses. Learn how our systematic approach to high quality dividend growth and technology stocks alongside guaranteed fixed income solutions may contribute to your future success. It's opportunity time. Let’s get to work!
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