Manage

After a first assessment, then defining your preferences, planning a timeline and establishing a strategy, the next step is managing your wealth.  A number of variables are considered when implementing portfolio allocations.  Inflation, rising health care costs, changes in employment or spousal income and other variables affect your cash flow needs.  Reviewing and re-balancing account holdings occur when necessary.  Tax-efficiencies are important to the investment management process too.  If your views change or if the economy shocks markets, we are nimble and propose adjustments.