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3 ways to find a good wealth manager in Indianapolis.

Individuals of high-net worth are turning to Indianapolis wealth managers for wealth accumulation and the ability to secure downside protection for their long term plans. Wealth managers are also an excellent resource for those looking for a complete advisor to serve all their financial needs. Here are a few things to look for when choosing a good wealth manager. 1. A complete package. A good wealth manager offers much more than a typical financial advisor in terms of service. A combination of financial planning leading up and into retirement and private portfolio management are key elements. Even better is when the advisor can utilize a proprietary trading platform, enabling them to execute trades faster than the time it typically takes to buy or sell assets. 2. Transparency in fee structures. Most wealth managers should be working on a fee basis that is based on services and assets under their management. A fee-based advisor also offers the flexibility of higher trading activity, so you only pay a flat fee, not a continuous one based on commissions. Whichever way you are charged for services, a credible advisor always outlines all costs upfront. 3. Responsibility to clients. A wealth advisor has a fiduciary responsibility to their clients, meaning they are legally bound to act in their client’s best interest. Part of building trust with a wealth advisor is knowing that your priorities come first. The benefits of alternative investments are a key to successful wealth accumulations for a sophisticated investor. To learn more about how alternative investing can fit into your investment strategy, download our free eBook entitled: The Alternative Investor, a guide book for alternative investments by Greg Shields, founder and President of Midwest Wealth Management, Inc. As a private investment group specializing in wealth management, Midwest Wealth Management, Inc. offers a proprietary trading platform, alternative investment offerings and dedicated advisory support for a select audience. For more information, please visit www.midwest-wealth.com.mwm_blogbanner
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Do I have enough to retire? Roche executives need to know.

While some Roche employees retiring today may have a pension plan, for many retirees pensions are no longer an option. That’s why it’s important to have wealth accumulation strategies that include a 401(k) or IRA. The first step in setting up a plan is to have a long term investing strategy. A diversified portfolio that includes traditional and alternative approaches offers the opportunity for greater rewards when it includes a preferred alternative investment. However, a balanced approach also includes a good risk management strategy. Tax liabilities associated with investment, unforeseen diversification expenditures and other risks negatively affect your wealth accumulation goals and must be addressed to minimize your exposure to them. And in the big scheme of things, remember that even small things can add up. Compounded dividend earnings can help balance the scales over time from some capital losses. And it always bears repeating to mention that you should always put the highest contribution you can toward a company matching program. A program that will match a percentage of your contributions can help you leverage that extra money toward your wealth accumulation goals. If you have any questions about the advantages and opportunities of alternative investments, we invite you to learn more at www.midwest-wealth.com. As a private investment group specializing in wealth management, Midwest Wealth Management, Inc. offers a proprietary trading platform, alternative investment offerings and dedicated advisory support for a select audience. For more information, please visit www.midwest-wealth.com. mwm_blogbanner
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Alternative Investments: One Indianapolis wealth manager speaks out.

The wealth management definition in Investopedia states “A professional service which is the combination of financial/investment advice, accounting/tax services, and legal/estate planning for one fee.” They go on to say that in general, wealth management is more than just investment advice, as it can encompass all parts of a person’s financial life. A good wealth management strategy does look at the big picture, and works to minimize the risks associated with three dynamic forces that can wreak havoc on an individual’s wealth accumulation strategy. Those three factors are: market volatility, the impact on inflation and the nature of taxes. Market volatility as a whole is potentially mitigated with an alternative investment, because alternative investments aren’t tied to the vacillations of the traditional stock market so a traditional drop in the market has little to no effect on an alternative investment. Alternative investments are also a strategic choice in the commodities market where they are used as a hedge against inflation. As far as taxes are concerned, investing in oil and gas helps reduce your tax liability by reducing the taxable income associated with intangible drilling costs. To learn more about the opportunities and obstacles associated with alternative investments, download our free eBook entitled: The Alternative Investor, a guide book for alternative investments by Greg Shields, President of Midwest Wealth Management, Inc. As a private investment group specializing in wealth management, Midwest Wealth Management, Inc. offers a proprietary trading platform, alternative investment offerings and dedicated advisory support for a select audience. For more information, please visit www.midwest-wealth.com. Investing in alternative investments may not be suitable for all investors and involves special risks, such as risk associated with leveraging the investment, adverse market forces, regulatory changes, and illiquidity. There is no assurance that the investment objective will be attained. mwm_blogbanner
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Wealth management news: the wealth advisor fee.

Fees are always a topic that causes concern if the investor is not aware of the fee structure and what is involved. Even at the higher end of investing, it is a good idea to know what you are paying each year in regards to advisor fees. For example, Midwest Wealth Management offers a proprietary trading platform, giving us control over our investment offerings which helps us develop a sophisticated and unique investment portfolio for each client. Because we constantly analyze our clients’ investment portfolios and may make changes to their investments to maximize wealth accumulation and minimize downside risk, we operate on a fee-only basis. This means our clients only pay for our professional advice, not for each transaction. A fee-only structure eliminates the commission fees associated with products such as mutual funds where you are typically dealing with a commission-based advisor who makes money on the products they sell. Many advisors hire other advisors to choose assets like mutual funds for them, which they then receive a fee from you for buying these funds. These means you are paying for your advisor, at least one more advisor you know nothing about, and the standard fees associated with the product you are buying. Over time, these unnecessary costs can have a negative effect on your wealth accumulation strategy. Talk to your advisor to see what fee-plan they utilize so you can get an idea of what to expect on your next statement, and possibly, what change(s) in the investment plan you need to apply. As a private investment group specializing in wealth management, Midwest Wealth Management, Inc. offers a proprietary trading platform, alternative investment offerings and dedicated advisory support for a select audience. For more information, please visit www.midwest-wealth.com. mwm_blogbanner
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5 alternative investing facts that may surprise Eli Lilly executives.

Eli Lilly executives are like any smart investor looking for advantageous tax strategies. Here are some facts about alternative investing that should pique your interest: • Alternatives have emerged as a go-to diversification tool. This is because of their potential ability to diminish volatility and increase a portfolio’s durability due largely from their ability to deliver non-correlated performance relative to stocks and bonds • The number of alternative investments that are available to an investor is growing rapidly and offer many advantages. However, along with more choices come more issues of complexity, transparency and liquidity. Due diligence on an advisors part is becoming more critical than ever. • Alternatives are not any more volatile than stocks or bonds. Where it is true that alternative investments can be more volatile than stocks or bonds when at the mercy of economic fluctuations or environmental conditions, when taken in the overall context, they are not any more unpredictable. • Alternative investments are becoming a viable option for income generation. They can used as a means for generating a new source of income while mitigating the volatility they would experience with typical stock market investments. • Alternative investments can also offer a greater potential for enhanced returns. This is due to the wider investment opportunities they represent. The benefits of alternative investments are a key to successful wealth accumulations for a sophisticated investor. To learn more about how alternative investing can fit into your investment strategy, download our free eBook entitled: The Alternative Investor, a guide book for alternative investments by Greg Shields, founder and President of Midwest Wealth Management, Inc. As a private investment group specializing in wealth management, Midwest Wealth Management, Inc. offers a proprietary trading platform, alternative investment offerings and dedicated advisory support for a select audience. For more information, please visit www.midwest-wealth.com. Investing in alternative investments may not be suitable for all investors and involves special risks, such as risk associated with leveraging the investment, adverse market forces, regulatory changes, and illiquidity. There is no assurance that the investment objective will be attained.
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Investment product for the alternative investor.

As an investment product that continues to be an attractive alternative, oil and gas provide investors with an resilient investment strategy. Especially in the U.S., this market shows a promising future. According to the U.S. Energy Information Administration (EIA), U.S. dependence on imported oil has declined since peaking in 2005. While in part due to the financial crisis in 2008, energy efficiency improvements, increased use of domestic biofuels, and strong gains in domestic production of crude oil and natural gas plant liquids expanded domestic supplies and reduced the need for imports. Consider this increased demand on domestic oil along with the fact that – due to historic under-investment in the infrastructure of many sectors in the energy industry – ¬ there is a need for significant growth and development capital to meet future demand. Additionally, Intangible Drilling Costs (IDCs) are an upside of Oil and Gas investments because of their ability to reduce taxable income. These costs are drilling expenses related to labor, fuel, chemicals, hauling, etc. IDCs usually represent the majority of a well’s cost and offer a 100% deduction against taxable income in the first year. Talk to your advisor about the advantages of alternative investments like oil and gas, or visit us at www.midwest-wealth.com for more wealth management solutions. As a private investment group specializing in wealth management, Midwest Wealth Management, Inc. offers a proprietary trading platform, alternative investment offerings and dedicated advisory support for a select audience. For more information, please visit www.midwest-wealth.com. Investing in alternative investments may not be suitable for all investors and involves special risks, such as risk associated with leveraging the investment, adverse market forces, regulatory changes, and illiquidity. There is no assurance that the investment objective will be attained.Indianapolis Wealth Management, Alternative Investments Indianapolis, Indianapolis Retirement Planner, Indianapolis Wealth Manager, midwest-wealth management, wealth management indianapolis mwm_blogbanner
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Why an Indianapolis wealth advisor is better than a Wall Street investment broker.

A Wall Street wealth advisor might have a bigger name than an Indianapolis wealth advisor, but may not have a better grasp on alternative investment strategies. Experience is the difference in any complex investment situation. A broker at a large firm is also more susceptible to conflicts of interest, as they can be commission based, and are usually required to market a specific product. A more specialized alternative investment wealth advisor is fee based which offers more transparency. Taken all together, an alternative investment strategy in the hands of a qualified advisor can offer these advantages: ▪ Income tax savings ▪ Higher rates of income ▪ Additional cash flow stream We invite you to learn more about alternative investing by reading The Alternative Investor, a guide book for alternative investments by Greg Shields, founder and President of Midwest Wealth Management, Inc. This free eBook can be found at www.midwest-wealth.com. As a private investment group, Midwest Wealth Management, Inc. offers a proprietary trading platform, alternative investment offerings and dedicated advisory support for a select audience. For more information, please visit www.midwest-wealth.com. Investing in alternative investments may not be suitable for all investors and involves special risks, such as risk associated with leveraging the investment, adverse market forces, regulatory changes, and illiquidity. There is no assurance that the investment objective will be attained. mwm_blogbanner
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A wealth management firm and alternative investments.

In any investment that a wealth management firm initiates, the relationship between risk and return is the most analyzed part of the process. Alternative investments have always appealed to the sophisticated investor due to their low correlation with traditional assets. Even better, alternative investments may also have little correlation with each other. So, not only are they not ruled by the fluctuations of the stock market, they’re also not ruled by the effects of other alternative investments. The other appealing feature of alternative investments besides an attractive risk adjusted return potential is the ability to diversify your portfolio either by a specific sector of industry, a geographic location or the liquidity potential. Enhancing an alternative portfolio even further is achieved when the wealth management firm can utilize a proprietary trading platform: Longer-term investment opportunities, a variety of investment strategies and in-depth analysis of each risk component and how that risk/reward ratio specifically affects each client are all controlled by the investment firm’s senior advisors. If you have any questions about the advantages and opportunities of alternative investments, we invite you to learn more at www.midwest-wealth.com. As a private investment group specializing in wealth management, Midwest Wealth Management, Inc. offers a proprietary trading platform, alternative investment offerings and dedicated advisory support for a select audience. For more information, please visit www.midwest-wealth.com. Investing in alternative investments may not be suitable for all investors and involves special risks, such as risk associated with leveraging the investment, adverse market forces, regulatory changes, and illiquidity. There is no assurance that the investment objective will be attained. mwm_blogbanner
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