General Paths to Wealth Management
Based on Growth, Stabilization, & Strategy
"Strategy is an evolving process." - Matthew Aiken*
FAST GROWTH
(most aggressive)
DIVERSE GROWTH
SLOW GROWTH
(most conservative)
Any activity that increases the value of your investment portfolio:
- Stocks
- Increasing your rate of contribution
- Reinvesting investment earnings
- Shifting allocations to more aggressive vehicles.
- Asset Type Diversity
- Asset Jurisdiction Diversity
CONTROL-TIME-FREEDOM
in investments, business & life …
Control – Highest, quarterly and annual reviews
Time – Highest
Freedom – Lowest, while building wealth at the fastest rate
Any activity that increases the value of your investment portfolio:
- IRAs, Mutual Funds, Stocks
- Increasing your rate of contribution
- Shifting allocations to more diverse investments
- Asset Type diversity
CONTROL-TIME-FREEDOM
in investments, business & life …
Control – Higher, 6 month and annual reviews
Time – More required
Freedom – Less, while building wealth at a faster rate
Any activity that increases the value of your investment portfolio:
- IRAs, Mutual Funds
- Fixed rate of contribution
- With less-aggressive investments
CONTROL-TIME-FREEDOM
in investments, business & life …
Control – Very low, annual review
Time – Very low
Freedom – Highest, while building wealth at a slower pace
What path is best suited to you? The “path” all depends on (1) Your Current Situation (age, single/family, income level), (2) the Season of Life You’re In (summer, fall, winter), and (3) What Your Wants & Needs Are. Only then, can a professional assist you with the Strategy you need to get there.
*Note This is not a zero-sum game … and as you pass through the “seasons” of your life, your priorities will change and the Strategy must be aligned with those of the season, while not losing site of the end result.
All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.