Major life transitions can create a ripple of financial complexity. At Empyrion™, we specialize in helping clients conquer these challenges, while deploying strategies that successfully protect and grow their wealth.
I especially appreciate Dimensional’s commitment to providing the most efficient and cost-effective service to investors because this mirrors my pledge to my clients. As I work with thriving retirees, family stewards, women in transition, and others, I am dedicated to providing value that goes far beyond simple execution of trades.
Generally, the SECURE Act is welcome news; its provisions are primarily aimed at providing greater incentives for and access to tax-qualified savings plans for many Americans who previously didn’t have either. But there are a few provisions of the new law that are concerning to many of us in the financial planning industry.
The markets in 2019 are telling us, once again, to focus on the things we can control: asset allocation, diversification, disciplined rebalancing, and maintaining a patient, long-term strategy. These fundamentals may not sound as exciting as the latest financial headlines, but over time they will deliver the most reliable results.