When it comes to managing finances, it’s important to have the right guidance and support.
By Kaitlyn Laney, CFP® Investing with Confidence: The Basics of Investment Management Investment management is the process of managing assets and investments held by individuals or institutions to achieve the highest possible returns while minimizing risk. In today’s fast-paced market, managing investments is challenging, and many individuals need a solid strategy to invest. Whether you’re […]
By Kaitlyn Laney, CFP® 3 Effective Risk Management Strategies for Your Investment Portfolio Managing risk is an important part of investment management, helping you navigate the ever-changing landscape of financial markets. By analyzing the current business cycle and various stock market conditions, you can identify potential risks that may arise and proactively address them. This […]
A fast-growing Arkansas registered investment adviser (RIA) is planning for its next growth wave. No surprise that the strategy includes one of the country’s fastest-growing regions.
Corporate Retirement Plans Encourage Financial Wellness for Employees A person’s health and wellness are impacted by various life factors. One of those factors is a person’s financial condition. With a corporate employer-provided retirement plan, you can provide your employees with the opportunity to enhance their personal financial wellness. The plan gives them an efficient savings tool […]
Written by: Jordan Long | Financial Advisor | Trek Wealth Solutions You are contributing to your financial future through a 401K retirement plan at work, you’ve lowered your credit card debt, your monthly cash flow is in check, and you’re even contributing to an investment portfolio outside your retirement savings plan. You’re starting to get the […]
There’s nobody who believes in bucket list living more than Bill Sowell, the founder and CEO of Trek Wealth Solutions. Afterall, he has been helping clients do just that for more than 30 years. Here, he answers your bucket list questions. Q: What, exactly, do you mean by bucket list living? A: I believe that […]