Navigating Your Finances
As we have all experienced one of the fastest and sharpest swings to the global financial markets in recent months, one idea might linger in the minds of not only investors, but most people: “How will this impact my retirement and my financial goals?”
Although the last few months showed great volatility within the global stock markets, Private Capital Group wants you to be aware that our planning process has the flexibility to forecast several scenarios. Our robust planning process and strategic partnerships are specifically and uniquely designed to help you navigate the ebbs and flows of the markets, and aid in successfully achieving your long-term financial goals.
Our processes are grounded in our industry knowledge and bolstered by our wealth management platform and our portfolio reporting system. With our knowledge and tools, we can immediately illustrate how potential changes within your finances could impact your unique situation. Below are a few examples of scenarios we can discuss with you:
- Review or adjust your overall asset allocation and tolerance for risk
- Change the investment return assumptions and inflation rates
- Review your family gift giving strategies
- Create a legacy using various trusts
- Create a Charitable Gift Fund
- Determine the impact of a Roth Conversion
At Private Capital Group, we are well aware of past historical events and how history can, and will, repeat itself. With our comprehensive approach of long-term perspective paired with a strategic monitored financial and retirement planning process, we strive to give you peace of mind. If you wish to re-examine your financial plan, re-evaluate long-term goals, or need a calming perspective, please reach out to your financial advisor to set up a video conference.
We are here for you now and always.
Be safe and healthy!
Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Private Capital Group, LLC (“PCG”), or any non-investment related content, made reference to directly or indirectly in this communication will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Information contained in this communication is based on data gathered from what we believe are reliable sources. It is not guaranteed by PCG as to accuracy, does not purport to be complete, and is not intended to be used as a primary basis for investment decisions. Further, you should not assume that any discussion or information contained in this communication serves as the receipt of, or as a substitute for, personalized investment advice from PCG. To the extent discussed herein, investment indices are unmanaged and cannot be purchased directly. Historical performance results for investment indexes and/or categories are included for informational purposes only and generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have the effect of decreasing historical performance results. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the US stock market. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. PCG is neither a law firm nor a certified public accounting firm and no portion of the communication should be construed as legal or accounting advice. A copy of the PCG’s current written disclosure Brochure discussing our advisory services and fees is available upon request.
Please Note: If you are a PCG client, please remember to contact PCG, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. PCG shall continue to rely on the accuracy of information that you have provided.
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