Arrivity Financial Planners Inform Clients of Unique Investment Vehicles They May Have Access to so They Can Save for the Future
25 Ways We Help Clients Build Better Relationships with Their Money 21.) Arrivity financial planners inform clients of unique investment vehicles they may have access to so they can optimally save for the future. They say that knowing is half the battle. We aren’t quite sure who “they” are, but we think the phrase has […]
We Act as Ballast During the Turbulent News Cycle, Recessions and Elections, Able to “Talk Clients Off The Ledge” to Stay-The-Course and Stay Invested
25 Ways We Help Clients Build Better Relationships with Their Money 20.) We act as ballast during the turbulent news cycles, recessions and elections, able to “talk clients off the ledge” to stay-the-course and stay invested. Arrivity financial planners believe in the tried and true “Time in the market beats timing the market.” When […]
We Help Clients Optimize Investment Portfolios with Passive Investing Strategies That Match Selected Indices and Suballocations, Seeking Better Long-Term Returns and Less Volatility Than Actively Managed Funds
19.) We help clients optimize investment portfolios with passive investing strategies that match selected indices and suballocations, seeking better long-term returns than actively managed funds with less volatility. Actively managed equity and fixed income funds charge high fees and high expense ratios for the perceived value they provide over passively managed index funds. But in […]
We Encourage Clients with “Action Items” (i.e. homework) to Save More, Spend More, Spend Less and/or Obtain Estate Planning Documents and Insurance Policies to Minimize Anxiety and Maximize Happiness
25 Ways We Help Clients Build Better Relationships with Their Money 18.) We encourage clients with “action items” (i.e. homework) to save more, spend more, and/or obtain estate planning documents and insurance policies to minimize anxiety and maximize happiness. Each year when we meet with clients, we go over how their year went and discuss […]