by Sean Dailey | Apr 21, 2017 | Financial Planning, Investment Planning, Retirement Planning
We always customize portfolios to minimize risk for each individual investor. Investing in stocks is also an element, but we avoid chasing unrealistic rates of return that open our clients up to unnecessary risk. As wealth architects, it is our responsibility not to...
by Sean Dailey | Apr 18, 2017 | Financial Planning, Investment Planning, Retirement Planning
Dividends can be a great source of income for retirees. When you are ready to start delving into the investment options available to you, it can be hard to know where to begin. Not a Fixed Income—But an Income The number one thing retirees are usually after in their...
by Sean Dailey | Apr 18, 2017 | Financial Planning, Investment Planning, Retirement Planning
I’m going to tell you a short fictional story about an investor named Jimmy. Jimmy wanted to be on top of all the latest financial trends and make the most of his money. So he built what he felt was a cutting-edge portfolio. His four biggest investments were...
by Sean Dailey | Mar 3, 2017 | Financial Planning, Investment Planning, Retirement Planning
It can be easy to let inflation defeat you and take away the value of assets. It might sound a little strange, but inflation does not have to be a negative occurrence. There are ways to get it to work with you rather than against you. Depending on where you put your...
by Sean Dailey | Jan 19, 2017 | Financial Planning, Investment Planning, Retirement Planning
When one expense goes out the front door, another comes in the window. Now that you are retired, you will very likely have more free time. Based on your activities, will your expenses go up, go down, or stay about the same? A common retirement fear we see at...
by Sean Dailey | Jan 5, 2017 | Financial Planning, Investment Planning, Retirement Planning
Most sectors are seeing record highs in the wake of the American election, which may mean a number of your investments may be growing. Those who are nearing retirement in Irvine and Orange County may be asking their retirement planners what this growth means for their...
