Recently, I was fortunate enough to attend the eMoney Advisor Summit in Dana Point, California, where we were able to learn about the latest techniques and benefits connected with WealthMatch, our financial planning software. We believe – along with many others – that identifying your goals and planning for your future is a much overlooked aspect of financial health.
Why is planning for the future so important now? Because with an equity market that is volatile and fully valued, and with a bond market that is expensive, investors may not be seeing the types of investment returns they were previously accustomed to.
So, what are we to do? We need to squeeze value from wherever we can. That includes having a well-defined investment strategy, owning tax sensitive investments, including lower cost investments, and investing more and spending less. It also means that we need to focus on risk management, including life insurance, long term care insurance, and liquidity (for a rainy day). WealthMatch allows us to model out these scenarios (and many others), so we can discuss what makes the most sense for you.
WealthMatch helps us focus on all of these areas, and many more. It is basically a “financial check- up.” And, most important, it allows us to talk to you about your dreams, and figure out how we can help make those dreams happen. We ask you about your “bucket list.” And, making those things happen is the most exciting part of our job! After all, WealthMatch is about “aligning your wealth with your dreams.”
Needless to say, I enjoyed the opportunity to expand my knowledge of WealthMatch so we can bring even more benefits to all of you. Stay tuned as new features are coming soon!
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC a Registered Investment Advisor. LPL Financial is under separate ownership from any other named entity.