Evidence-Based Investing: A scientific, data-driven approach for Portfolio management

I urge long-term investing without a lot of "churning" of accounts that so many other financial professionals rely on. Buying and selling does not equal profit. Solid, thoughtful, and effective positions DO equal profit... and fruitful retirements.

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Estate Planning

If you wish to leave behind a lasting legacy, whether it’s for family and loved ones or a charitable institution, then you need to put a well-thought-out Estate Plan in place, so your legacy is established in accordance with your wishes. Without such a Plan, strangers (the State, Lawyers or individuals that don’t have your interests in mind) could determine what happens to your Estate.

Investment Planning

So, why don’t we invest the time planning our investments? It’s been said: What you sow, so shall you reap! When it comes to enjoying the fruits of your investment, truer words were never spoken. Even if you don’t have thousands of dollars to invest, simply taking the time deciding where to “park” the money until you need it can be a rewarding investment planning exercise.

Retirement Planning

Sadly though, while we focus most of our efforts on all these plans, we often forget to plan for “life after work”! Everything we do – from choosing a career to managing career progressions at our employers – is presumably so we and our families and dependents can have a better life. But if we fail to plan for “Life after work”, all of the plans and effort we put into our working lives, could be jeopardized.

Meet Your Advisor

Derick Schuhart

Derick Schuhart, LUTCF, Chartered Retirement Planning Counselor (CRPC), Accredited Wealth Management Advisor (AWMA), is the President of...

We help build, manage, preserve and transition wealth for anyone!

Recent Blogs

With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years require careful financial planning. This blog post advocates for partnering with a financial professional to navigate these challenges, offering tailored guidance on Medicare, long-term care funding, and retirement law changes. By preparing strategically, retirees can confidently set sail into their golden years, free from the turbulence of unforeseen financial burdens.