Wealth Management   |   Retirement Planning   |   Tax Planning   |   Fiduciary Services   |   Cleveland, Akron, Canton, Ohio

Latest News

August 16, 2017
Uncertainty around what your health care costs will be in retirement is a troubling concern for even the healthiest of savers.
August 3, 2017
The most commonly held belief about how and when to file for Social
Security basically boils down to a ‘get it while you can’ strategy. This tends to be short-sighted and suboptimal.
July 21, 2017
The video highlights recent market performance and what to expect
going forward.
July 11, 2017
Retirement rules don’t just apply to your finances; they also apply
to your expectations about your lifestyle. If you’re like most
people, then you probably envision your golden years as being
stress free and all about travel and leisure. Research, however,
suggests otherwise...
May 16, 2017
This rule of thumb emanated from research done in the mid 1990s and
is one I have the least issues when looked at in isolation.
However, application in today’s market environment and in light of
a retiree’s actual spending makes the rule of limited value.
April 14, 2017
I am all for simple and effective. However, this rule is overly
simplistic and generally not effective.
April 13, 2017
The video highlights recent market performance and what to expect
going forward.
March 16, 2017
Retirement planning literature has several commonly referenced
rules of thumb. In my experience , I have found most rules of thumb
apply only by chance.
February 14, 2017
Cognitive impairment throughout retirement and into old age is not
a misfortune that strikes some but leaves others unscathed.
February 1, 2017
Tax preparation letters have been sent. See here for details
regarding the Form 1099 tax reporting schedule.
January 16, 2017
This time of year thoughts of escaping the cold for the warm
Florida sunshine may be going through your mind.
January 14, 2017
The video highlights recent market performance with related
comments to the True Wealth Design portfolio construction and
company updates.
January 8, 2017
Several core investment holdings are having substantial reductions in expenses in 2017, directly benefiting clients.
December 15, 2016
As we begin a new year, investors are likely to be bombarded with
predictions about what the year may hold for their portfolios. When
faced with information of this sort...
October 21, 2016
The video highlights recent market performance with related
comments to the True Wealth Design portfolio construction and
current positioning.
October 17, 2016
On the second Tuesday in November, Americans will head to the polls
to elect the next president of the United States. How will the
election will impact the stock market?
September 14, 2016
One of the most common mistakes pre-retirees make is not matching
their investment portfolio to meet the monthly cash flows needed
for their retirement goals. Rather, the investment portfolio chosen
arbitrarily, not linked, and often mismatched from the retirement
spending goal.
September 6, 2016
Appointments will be available again this year to our Medicare-eligible clients. We have partnered with a local Medicare specialist to offer a complimentary review of your existing Medicare plans to ensure you have the most suitable plans and do not overpay for medical insurance.
August 18, 2016
Savoring a vintage wine is one of life’s great pleasures. However, often overlooked in the joy of consumption is the carefully calibrated journey from grape to glass. Similar levels of care are critical to achieving good results for your retirement and investment plans.
July 19, 2016
Rebalancing is the process of buying and selling investments in a
portfolio to adjust their weightings back to the targeted
allocation of the portfolio. While it sounds easy in theory,
emotional considerations often make it difficult, and the
implementation process quickly gets complicated for a real-life
portfolio.
July 15, 2016
The video highlights recent market performance with related comments to the True Wealth Design portfolio construction and current positioning. At the close of the video we also provide a few updates on our company.
June 25, 2016
Anyone searching for investment advice is confronted with many
choices of service providers operating under titles such as
Certified Financial Planner®, financial consultant, registered
investment advisor, VP of Investments, stockbroker, insurance
agent, etc. These titles can be confusing and some used more so for
marketing purposes.
June 24, 2016
The important thing to understand is that the real driver of the market volatility so far has arguably not been the immediate economic impact, but the uncertainty that it has introduced.
June 7, 2016
Some clients may have estimated payment vouchers for the current year and included with their tax return documents from the year prior.
June 2, 2016
For many Americans, the assets in their Individual Retirement Account represent a significant portion of the wealth they hope to leave to their loved ones.
Home   |   About Us   |   Services   |   Account Lookup   |   Latest News   |   Contact Us
All Rights Reserved 2017, True Wealth Design - Admin Login   |   Cleveland Web Design by Alt Media Studios