Helping Clients Deploy the Mental Tools of Wealth Accumulation in Their Decumulation Years
Portfolio income sustains us in retirement, but it’s hard to generate much income today because interest rates and dividend yields are so very low.
We focus on providing the necessary information to make investment decisions and support meaningful conversations with your clients.
* Expected Returns: Valuation theory shows that the expected return of a stock is a function of its current price, its book equity (assets minus liabilities) and expected future profits, and that the expected return of a bond is a function of its current yield and its expected capital appreciation (depreciation). We use information in current market prices and company financials to identify differences in expected returns among securities, seeking to overweight securities with higher expected returns based on this current market information. Actual returns may be different than expected returns, and there is no guarantee that the strategy will be successful.
** As of 06/30/2021