There are thousands of INVESTMENTS–and hundreds of WAYS— to invest your money. But we all know that not every way is the right way. Economies are fickle. Markets can take funny turns. They are both random and unpredictable. So if you can’t predict the future, what do you do? Asset Allocation is the number one secret to a winning investment portfolio. You prepare yourself for the worst, while remaining in position to benefit from good news. Allocation is more important than choosing individual stocks. Having an appropriate asset mix of stocks, cash, fixed income, annuities, insurance, and real estate in your portfolio is the only way you can keep living the life you’ve always planned for in retirement. Today, we’ll review the questions you need to ask yourself right now as the Biden agenda gets rolling and how to protect the nest egg you’ve worked so hard to build up. A very important show you DON”T want to miss…MASTERING MONEY is on the air!!!
Mastering Money 4/13/21
Our Services
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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