Bonds & munis had always been the "go to" for the foundational portion of high net worth portfolios. Retrieve higher returns, tax advantaged instruments & zero possibility of ever losing money in the backbone of your plan. At WCSG, we deliver higher historicals, have value added tax strategies & eliminate crashes that Financial Advisors, Fidelity and Vanguard do not offer, let alone match.
Our consistency will be your peace for the solid part of your portfolio. Here you can find quick videos expanding on some of our strategies, philosophies & products. We are currently under re construction. Please come back and visit us in a week. Ever start to think that portfolio investing is so confusing that you need a financial advisor to help them to your money?
Our consistency will be your peace for the solid part of your portfolio. Here you can find quick videos expanding on some of our strategies, philosophies & products. We are currently under re construction. Please come back and visit us in a week. Ever start to think that portfolio investing is so confusing that you need a financial advisor to help them to your money?
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If we could lower your taxes more than they are now & charged you zero to do it, what would prevent you from contacting us?. Here you can find quick videos expanding on some of our strategies, philosophies & products. We are currently under re construction. Please come back and visit us in a week. Ever start to think that portfolio investing is so confusing that you need a financial advisor to help them to your money?
Why do you think that the Ameriprise's, the Merrill Lynch's, the Edward Jones' & Hansen McClain's of the world can't protect you from losing what you've built when the next crash, which is overdue, occurs?. Financial Advisors have no way of making sure you don't lose money in the market, without having to give up the chance to participate in much higher gains if the market continues to rise.
Why do you think your advisor has never sat down with you and explained all the fees you are charged or given you an amount every year?. Why do you think most financial advisors never go into how those fees effect your profits?.
Did you know that if you net 5% in a year and your fee is 1%, your broker has taken 20% of your profits and all the money that you would make for decades after on that amount, PLUS he/she will take that in all subsequent years?.When it comes to saving money, the Swiss are very astute. They hold dear the Power of Compounding Interest principle.
Did you know that if you net 5% in a year and your fee is 1%, your broker has taken 20% of your profits and all the money that you would make for decades after on that amount, PLUS he/she will take that in all subsequent years?.When it comes to saving money, the Swiss are very astute. They hold dear the Power of Compounding Interest principle.
Have you ever wondered if there had to be more tax strategies other than buying more vehicles, expanding/buying another business or buying new equipment? Perhaps you want to take your winnings when the economy is good and get out while the going is good? Being forced by the tax code to continually build and reinvest limits opportunities to reap profits.
Did you know that the"invention" of the 401K in the early 80's was a solution to the stagflation of the 70's? Johnson & Johnson, big business, Wall Street Titans and the government were desperate to reinvigorate consumer confidence with these new funds that they could trap in 401K, mutual funds, IRAs, etc were excited about the prospect of a burgeoning economy and more money for big business and the Wall Street big boys.
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