I launched this firm in 2001 with the goal of doing business the right way. Now, with almost 40 years of financial services industry experience, I am more invigorated than ever to help clients and mentor the next generation of advisors to carry forth my vision. Portfolio positioning starts with macroeconomic research about the world and where it is headed.
Factors such as employment, demographics, interest rates, inflation expectations, technological trends, and geopolitics help us to set broad-based expectations for capital markets. These expectations guide strategic asset allocation positioning within client portfolios. Building upon our top-down research, we then seek to find investment opportunities that fit within our broader investment thesis.
Factors such as employment, demographics, interest rates, inflation expectations, technological trends, and geopolitics help us to set broad-based expectations for capital markets. These expectations guide strategic asset allocation positioning within client portfolios. Building upon our top-down research, we then seek to find investment opportunities that fit within our broader investment thesis.
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Joe is a nationally recognized retirement industry thought leader, speaker and author.
Graduating from the University of North Carolina in Chapel Hill with a Bachelor of Science in Business Administration, Joe founded Gordon Asset Management, LLC one of the largest retirement plan advisory and wealth management firms in North Carolina, in 2003, after building both an SEC regulated investment advisory firm from 1983 and pension consulting and record keeping TPA since 1984, selling both to a venture capital backed start up in 2000, Invesmart, Inc., which was later sold to StanCorp.
Graduating from the University of North Carolina in Chapel Hill with a Bachelor of Science in Business Administration, Joe founded Gordon Asset Management, LLC one of the largest retirement plan advisory and wealth management firms in North Carolina, in 2003, after building both an SEC regulated investment advisory firm from 1983 and pension consulting and record keeping TPA since 1984, selling both to a venture capital backed start up in 2000, Invesmart, Inc., which was later sold to StanCorp.
This comprehensive approach encompasses all aspects of your financial life including; asset management, financial planning, tax planning, estate planning, insurance analysis and risk management. We serve as the "gatekeeper" for the management of your wealth and can bring in experts from various disciplines when needed or work with existing advisers to ensure you are maximizing your plan.
As a small business owner, you're motivated, driven and always on the go. And as a small business ourselves we understand the stress that comes with managing personal finances while simultaneously tending to business matters. Our comprehensive financial solutions are designed to fit your needs and the needs of your growing business to set you up for continued success.
The last time the Fed tapered, it prompted the infamous Taper Tantrum of 2013. Markets were caught off guard and bond yields soared. With investors better prepared for tightening this time around, we don't expect another tantrum. If you hadn't been including Social Security in your long-term financial plan, you should factor it in, keeping in mind the possibility of a reduced benefit.
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