Tag: Portfolio Management
The Bucket Strategy: How to Effectively Plan Your Retirement Income and Spending (Ep. 20)

The Bucket Strategy: How to Effectively Plan Your Retirement Income and Spending (Ep. 20)

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Imagine retiring right before the Covid-19 pandemic. The markets plummeted by double digits!

So how can you ensure your retirement plan is not significantly disrupted by such market volatility? More importantly, how can you ensure you don’t run out of money?

Charlie Massimo and Peter Anastasian answer these questions in this episode. Tune in to learn how to use a “bucket” approach and effectively plan your income and spending for the rest of your life.

Charlie and Peter discuss: 

  • The pivotal shift from accumulation to distribution mode as retirement approaches
  • Short-term, midterm, and long-term buckets and their respective allocations
  • Avoiding common investment mistakes driven by emotions
  • How to prepare for unexpected life events in retirement
  • And more

Connect with Wealth Enhancement Group:

Disclosures

The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for an individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services.

All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

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Settling the 60/40 Debate: Is the Traditional Stocks-Bonds Mix Still Relevant? (Ep. 16)

Settling the 60/40 Debate: Is the Traditional Stocks-Bonds Mix Still Relevant? (Ep. 16)

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As the economy copes with high interest rates and stubborn inflation, you may have come across an unsettling question: Is the traditional portfolio of 60% stocks and 40% bonds still relevant?

The short answer is yes. But there are some caveats to consider, like everything else in investing.

In this episode, Peter Anastasian and Charlie Massimo explain how the traditional 60/40 investment portfolio model can be strategically used to manage risk and navigate market volatility — so you can sleep better at night.

Charlie and Peter discuss: 

  • The importance of diversification, rebalancing, and patience (against being swayed by media narratives)
  • How to avoid common investing mistakes
  • The role of short-term treasuries in risk management and stability
  • Why you should consider individual risk tolerances, age, and other crucial factors
  • And more!

Connect with Wealth Enhancement Group:

Disclosures

The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for an individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services.

All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

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Physicians & Finances with Dr. Chris Campese, Dr. Leo Penzi, and Dr. William Kruger (Ep. 15)

Physicians & Finances with Dr. Chris Campese, Dr. Leo Penzi, and Dr. William Kruger (Ep. 15)

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Wealth management may look very different for different professionals.

Today, we look at wealth management from the lens of physicians, specifically anesthesiologists who have accumulated wealth over several decades.

In this episode, Peter Anastasian and Charlie Massimo speak with Dr. Chris Campese, chair of the Department of Anesthesiology at Glen Cove Hospital, Dr. Leo Penzi, executive vice president and chief medical officer at North American Partners of Anesthesia, and Dr. William Kruger, a leader at TeamHealth. They share their personal and professional experiences with financial planning.

Chris, Leo, and William discuss: 

  • The evolution of anesthesiology as a profession
  • The importance of disciplined saving, working with trusted advisors, and planning ahead
  • How to overcome the emotional barriers of investing and delegate financial control to advisors
  • Challenges faced by new anesthesiologists (with tips for getting a financial head start)
  • And more!

Connect with Wealth Enhancement Group:

Connect with Dr. Chris Campese:

Connect with Dr. Leo Penzi:

Disclosures

The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for an individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services.

All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

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Diversification And The Gift Of The Unknown (Ep. 6)

Diversification And The Gift Of The Unknown (Ep. 6)

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Are you tired of hearing about diversification without truly understanding its essence? 

It’s time to demystify this term and uncover the secrets that only a few investors truly grasp. Brace yourself for a paradigm shift that will revolutionize how you approach your investment portfolio.

Diversification is a term often heard but rarely understood. In this episode, Charlie Massimo and Peter Anastasian delve into the true essence of diversification and its crucial role in the dynamic world of investments. They set the stage for an enlightening conversation that challenges common misconceptions.

Charlie and Peter discuss:

  • The true meaning of diversification and its significance in achieving long-term financial goals
  • Why traditional approaches to diversification may not provide the desired results and how to overcome these pitfalls
  • The startling statistics that reveal the limited number of stocks responsible for creating wealth in the stock market
  • The philosophy of unknowability and learning why it is a gift that can guide you toward disciplined diversification
  • And more!

Resources:

Connect with Charlie Massimo: 

Connect with Peter Anastasian: 

Disclosures

The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for an individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services.

All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

All investing involves risk, including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Wealth Enhancement Group and LPL Financial do not provide legal advice or tax services. Please consult your legal or tax advisor regarding your specific situation.

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Navigating Volatile Markets: A Four-Step Approach to Manage Market Decline (Ep. 5)

Navigating Volatile Markets: A Four-Step Approach to Manage Market Decline (Ep. 5)

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In today’s fast-paced and ever-changing financial landscape, it’s crucial for investors to have a robust strategy that withstands market volatility. 

In this episode, Charlie Massimo and Peter Anastasian delve into their four-step program designed to help you navigate turbulent markets with confidence and achieve long-term investment success.

You’ll learn how to overcome the challenges posed by market declines, leverage historical insights, and maintain a disciplined approach to investing. 

Join us as we explore the key principles that separate successful long-term investors from those who continually react to current events.

Peter And Charlie Expand On The Following 4 Step Process:

  • Preparation is Key: Learn why it’s essential to prepare in advance for market declines and how to create a robust plan to weather potential storms
  • The Power of Perspective: Gain insights into how historical data can reinforce your belief in the long-term growth potential of well-managed equities, despite temporary setbacks
  • Investing in Great Companies: Understand the significance of investing in iconic companies with a track record of overcoming challenges and how market downturns can present unique investment opportunities
  • The Role of Planning and Discipline: Discover why continuously acting on a well-defined plan is crucial for long-term investment success and how it helps you avoid reactionary decision-making.

Resources:

Connect with Charlie Massimo: 

Connect with Peter Anastasian: 

Disclosures

The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for an individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services.

All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

All investing involves risk, including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Wealth Enhancement Group and LPL Financial do not provide legal advice or tax services. Please consult your legal or tax advisor regarding your specific situation.

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The First Meeting at Wealth Enhancement Group (Ep. 3)

The First Meeting at Wealth Enhancement Group (Ep. 3)

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Sitting with someone who might change your life can be intimidating. That person could become your financial advisor.

That’s why it’s crucial to have a powerful meeting to get to know each other, address important life concerns, and know how we can positively impact your life.

Want to know all about the first meeting process at Wealth enhancement group? 

In this episode, Charlie Massimo and Peter Anastasian explain everything you need to know about the first meeting they have with a potential client at Wealth Enhancement Group. Charlie and Peter address the questions they ask during this process to know better your emotions and needs and the importance of trust from both parties.

Charlie and Peter discuss:

  • Their approach to the first meeting with potential clients
  • The importance of humanizing and personalizing financial planning to understand clients’ emotional needs
  • Their approach to making promises to clients
  • The importance of truth in their client relationships
  • And more!

Resources:

Connect with Charlie Massimo: 

Connect with Peter Anastasian: 

Disclosures

The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for an individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services.

All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

All investing involves risk, including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Wealth Enhancement Group and LPL Financial do not provide legal advice or tax services. Please consult your legal or tax advisor regarding your specific situation.

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The Six Principles of Successful Investing (Ep. 2)

The Six Principles of Successful Investing (Ep. 2)

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We all want to be successful investors, but do you have what it takes? 

From managing biases to focusing on variables you can control, Charlie Massimo and Peter Anastasian reveal the key components of a winning investment strategy. 

Join Charlie Massimo and Peter Anastasian in their second episode as they reveal the six principles that successful investors follow. 

In this episode, Charlie and Peter discuss improving your investment experience and achieving long-term success by implementing these principles. 

Discover how having faith in the future, practicing patience and discipline, being agnostic to market trends, and focusing your time and energy on variables you can control can significantly improve your investment returns.

Charlie and Peter discuss:

  • Having faith in the future is a key component of successful investing.
  • How patience and discipline can improve your investment experience and increase your long-term real-life investment returns
  • Why it’s essential to be agnostic to market trends and have a philosophy that dictates your moves
  • Why you should focus your time and energy on variables you can control 
  • And so much more!

Resources:

Connect with Charlie Massimo: 

Connect with Peter Anastasian: 

Disclosures

The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for an individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services.

All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

All investing involves risk, including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Wealth Enhancement Group and LPL Financial do not provide legal advice or tax services. Please consult your legal or tax advisor regarding your specific situation.

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