Financial Planning Insights

Below are some of the documents that we referenced in our planning meeting along with a brief discussion.  Simply click the hyperlink or image to open up each document

01

History of Federal Income Tax

A view of the top tax rates in our nation's history

02

Sequence of Returns

Critical slide discussing taking withdrawals in a down market

03

Tax Triangle

Outline of the three taxable outcomes dependent on where your funds are positioned

04

Portfolio Design

How we suggest our clients to allocate funds – always keeping the buffer in the first bucket to avoid distributing from a depressed portfolio

05

S&P 500 Index at Inflection Points

This chart shows past market cycles in the S&P 500, highlighting peak and trough valuations, as well as index levels, dividend yields and the 10-year U.S. Treasury yield.

06

How We Work

The ways we engage with our clients