Intro To Wealth Management

Wealth Management is really about making the most of your hard earned dollars. One of the ways James has been doing this over the last 50 years has been managing investments. We want to take that a step further; look at your goals, and how you can achieve them. Join us as we discuss how James Wealth Management can help you take a proactive approach to reaching your goals.

About The Speakers

Beth Handwerker, CFP®, JD
Estate & Financial Planner

Neil Craft
Client Relationship Manager

Recent Podcasts

Economic Outlook 2023

Inflation

Medicare Plans

Social Security & Cost of Living Adjustment

Intro To Wealth Management

1st Quarter Update - Economic Outlook 2022

Volatility; Now What?

Small Cap Outlook

New Year Planning

2022 Economic Outlook

Year-end Portfolio Checkup

3rd Quarter Update - Economic Outlook 2021

Understanding Risks In Cryptocurrency

Importance of Diversification

Challenges Facing Retirees

2nd Quarter Update - 2021 Economic Outlook

Active vs. Passive ETFs

Inflation Clarity

1st Quarter Update - 2021 Economic Outlook

Account Type Clarity

International Investing Opportunities

Choosing a Financial Advisor

Retirement Planning

2021 Economic Outlook

Investing Based on Party In Office?

Balanced

Typical Allocation Range

Equity: 40% - 70%
Fixed Income: 30% - 60%
Cash: 1% - 15%

Small, mid, and large cap stocks
Benchmark: 25% Russell 1000® Index , 25% Russell 2000® Index and 50% Bloomberg Barclays Aggregate U.S. Intermediate Government/Credit Bond Index

The Balanced strategy has a target range of 40% - 70% in equities, with a mix of small, mid, and large capitalization stocks. We weight the stock exposure toward the most advantageous market capitalizations based on our research.

Sector analysis in an important part of our portfolio management process. Changes in sector weightings are made based on our analysis.

We believe that having the maximum flexibility to follow our research is the key to adding value to our clients' accounts.