The Accumulation of Wealth
Many of our clients are in their peak earning years, an exciting time when experience, relationships, and hard work combine to produce enough income to both live well and accumulate wealth.
As you progress deeper into your peak earning period, you will naturally begin to look forward to a time when priorities will change, and income will come more from investments than from hours at the office.
Our Plan For Your Retirement
Ross Asset Advisors is in the business of helping successful professionals get and stay on a path towards the retirement they want.
Two important components of our job:
- Create a financial plan that marries our best guesses about your current and future earnings together with your retirement goals.
- Create an investment plan that achieves your goals with a minimum of uncertainty.
Minimizing Investment Uncertainty
For many investors, the last 10 years has been something of a lost decade, when portfolios underperformed relative to the 34% inflation from 2000 through end of 2011.
We see the next 10 years as being similarly challenging, with “traditional” stock-heavy portfolios subject to a bruising volatility that may not put them much ahead by 2020.
We use equities, but much more sparingly than in traditional portfolios. The workhorses of our portfolios are high-yield fixed-income investments that deliver consistent, high returns over time, regardless of equity market performance.
A Path You Can Believe In
As your relationship with Ross Asset Advisors progresses, you will develop a new confidence in your financial and investment plans, knowing that your hard work and your accumulated wealth will not disappear, but instead will build steadily towards a future we have envisioned together.
Welcome to a smarter way to save and invest.