The Wise Investor Show

On this week’s show, The Wise Investor Group discussed the big picture of financial planning using the analogy of a house. The foundation is first, where the risks to the plan are discussed and insured against-death, disability, long term care, and casualty/liability-in order to protect wealth. After the foundation is secured, you can focus on wealth accumulation and the meat of planning objectives like retirement planning, education planning, investment planning and home ownership. The last stage of financial planning is wealth distribution; focusing on gifting, charitable giving and estate planning. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Ann Summerson and Matt Anderson, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.