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3 tips to see if your Indianapolis wealth management firm is right for you.

When it comes to choosing your Indianapolis wealth management firm, the path to wealth creation is paved with good intentions. But how do you know the professional advice you’re getting is worth the investment? The FNRA Broker Check or the SEC Investment Advisor Public disclosure websites are a free, easy and quick way to find blemishes on a broker’s regulatory record. And here are three more tips regarding some critical issues you should be focusing on when evaluating your advisor:   • Conflicts of interest: When an advisor makes a portfolio recommendation, ask whether the recommendation is being made as an advisor or a broker, as well as fees associated with the proposed investment, both for the advisor and his or her firm. In addition to your wealth manager’s recommendations, consider asking if there are any less expensive, alternatives that may be suitable for you.   • Opaque and excessive fees: A lack of transparency and excessive fees are issues across the wealth management industry. It’s possible that you may unknowingly be paying multiple layers of fees, including advisory fees, fees to third-party managers, mutual fund expense ratios, transaction charges and custodian fees, to name a few. For the best perspective, ask your investment advisor to disclose your total, all-inclusive annual fees, translated into actual dollars.   • Poor performance reporting: Many investment advisors and firms fail to provide clients with a transparent, comprehensive view of their investment portfolio. Ask your current advisor if they offer comprehensive performance reporting. This report should include a summary of your total portfolio return and a comparison of portfolio performance versus an asset weighted benchmark.   Is your investment advisor living up to your expectations? Now that you know what to look for, ask the tough questions. If you aren’t getting a good answer, always remember that a better wealth management firm is easier to find once you do your research.   If you have any questions about the complexities of wealth management or would like to know more about the best way to accumulate wealth for your particular situation, we invite you visit: 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

REFERENCE: http://www.forbes.com/sites/janetnovack/2014/05/21/4-signs-a-financial-advisor-may-not-be-good-for-your-wealth/

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Fear vs. fortune: The benefits of controlling risk in a wealth management strategy.

Has your investment advisor explained what a risk management strategy is and how it might impact your overall plans? If you’re a business owner, you have already accepted that the financial decisions of companies always come with some degree of risk. It’s the same in the investment world, where understanding risk is important for a sound financial education, and there are many types of risks wealth managers should take into account for their clients. The uncertain future value of stocks, credit risks, and operational risks all fall into this category.

 

A good risk management strategy executes a clearly articulated and structured approach to identifying, assessing and managing risk. Regular updates and review of the assessment based on new developments or actions taken should also be implemented into the overall risk management strategy. To pass muster, a risk assessment should be systematic, recorded and regularly reviewed. It should identify and manage major risks, i.e., those which are most likely to occur that would have a severe impact on operational performance, achievement and objectives.

 

Talk to your advisor about a sound risk management strategy for your business. You can also visit us at www.midwest-wealth.com . Because when it comes to wealth creation, safeguarding against financial risk is an important conversation best reserved for your wealth manager.

 

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.

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Learn about an Indianapolis wealth management firm’s proprietary trading program

The Investor’s Access Program™ is an alternative proprietary program that integrates acute advisory support and a proprietary trading platform that engages a series of unique risk-based and account objective models to help determine the best wealth accumulation strategy that accommodates our client’s needs. Using this method helps us identify opportunities and react to movement in securities when choosing investments for our clients, and obtain a selected execution price without significantly affecting purchasing costs. We believe The Investor’s Access Program™ success is due to our ability to analyze a client’s current resources, allocations and goals and devise a long-term strategy while coordinating with all of the client’s professional advisors to help ensure all priorities are addressed. We optimize and integrate specialized risk-based models managed by dedicated senior advisors, apply a complex algorithmic methodology to react quickly to market changes, and provide flexible portfolio offerings that can be adapted to address every client’s needs. It’s a competitive advantage for our clients with various risk profiles and investment objectives. To learn more, visit 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. Investments are subject to risk, including the loss of principal. Because investment return and principal value fluctuate, shares may be worth more or less than their original value. Some investments are not suitable for all investors, and there is no guarantee that any investing goal will be met. Past performance is no guarantee of future results. Talk to your financial advisor before making any investing decisions. mwm_blogbanner
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Unraveling the complexities of wealth management in business planning.

For most business owners, the business that they’ve worked so hard to grow can represent one of the most crucial sources of retirement income: provided that a sound wealth management strategy is in place. Wealth management strategies can answer the tough economic realities facing today’s business owner, as the financial success of that business has an immediate impact on the economic security of the owner’s family.   And as we move ahead in the next few decades, more and more business owners will need the experience of a good wealth manager as exit strategies are being put in place. According to The Administration on Aging (AOA), people 65 years or older numbered 39.6 million in 2009, or almost 13% of the U.S. population. By 2030, there will be about 72.1 million older persons, more than twice their number in 2009.   Without proper planning, a business owner may have difficulty tapping into the value of their business to support retirement. Social Security isn’t enough now and will only be worth less in the future. Fortunately, retirement savings plans like a simple 401(K) and other options are available to business owners that meet a variety of needs, and the IRS has even created many retirement options for small business modeled after much larger successful and well-known plans.   For these and other reasons, a flexible and dynamic wealth protection model is crucial to help ensure proper asset allocation and the proper implementation of tax strategies as well as provide a logical transition into retirement or business transfer.   To learn more about wealth management strategies through alternative investing, download our free eBook entitled: The Alternative Investor, a guide book for alternative investments by Greg Shields, founder and CEO 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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Home sweet mortgage? The crucial role mortgages play in a wealth management strategy.

On the road to retirement, what you do with your mortgage can have a lasting impact on your wealth management strategy down the road. One wealth management expert, Greg Shields, advises clients that paying off home mortgages as slowly as they can stand, or even refinancing for their current home as much as the lender will allow, might be a good strategy. With interest rates at an all-time low, holding on to a mortgage could be a good strategy for those early retirees who have a significant amount of assets tied up in home equity and pre-tax retirement accounts, and very little in savings. Future expenses may even warrant taking out a second mortgage on your home, including home remodeling, a second home purchase or higher education expenses. In this interest rate and home climate, it may make sense to borrow against your home. For early retirees, low interest rates and higher home valuations are the recipe for a very favorable credit profile, plus the benefit that comes with interest cost deduction, which can lower the net expense of the loan. (However, it’s important to note that the deduction gets smaller as the years go by because home loans are front-loaded toward interest payments). There’s also great flexibility in mortgaging a home, from the mortgage structure to the amount of the mortgage. Of course, it always pays to discuss any mortgage strategy with a reputable wealth management advisor first. Your choices of holding on to your mortgage vs. investing in the market is a complicated yet necessary part of your retirement choices, and a wealth management advisor can help you determine a plan centered around your particular situation. 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. REFERENCE: Early Retirees Should Make the Most of Their Mortgages, by Kevin McKinley, January 28, 2015, wealthmanagement.com. mwm_blogbanner
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Executives are seeing green: How wealth managers are leveraging sustainable investing.

Wealth managers can put together portfolios designed to accommodate various investment objectives. For example, take green investing—or Sustainable investing. Sustainable investing is definitely a hot investment development and a practical one too. This type of investing targets companies and industries who are creating products for consumers that do not deplete or destroy natural resources to ensure the future health of our planet. Many of these companies are dedicated to specific environmental objectives, such as reducing carbon emissions and generating alternative energy sources while seeking market-rate returns for investors. With the right advisor and plan, socially conscious investors can reap financial rewards from a sound and sustainable investment, and the advisor can fulfill their fiduciary responsibility to both the client and the environment. To learn more about alternative investing and the opportunities these investments present, please visit us at Midwest-wealth.com. You can also 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 the stock market involves gains and losses and may not be suitable for all investors. The investment’s socially responsible focus may limit the investment options available to the investment and may result in returns lower than those from investments not subject to such investment considerations. REFERENCE: Sustainable Investing: a Fiduciary Win-Win by Michael Mullins, April 28, 2015, wealthmanagement.com. mwm_blogbanner
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