Our 90-10 Investment Process™: Part 2 (Ep. 4)
We help reduce risk, enhance returns and create more certainty with our 90-10 Investment Process™ and our 5 Investment Pillars. Previously, we talked about pillars 1-3. Today, we wrap up our philosophy with pillars 4 and 5.
In this episode, Adam Scott, CFP®, elaborates on the 90-10 Investment Process™ with a recap of pillars 1-3 before diving into pillars 4 and 5. Adam unpacks the bucket investment strategy and shares a story explaining how the different types of buckets can be utilized. Adam then talks about the significance of tax efficiency in navigating your financial journey.
Adam discusses:
- A recap of pillars 1-3 from the previous episode of Red Carpet Retirement™
- Pillar number 4, the bucket investment strategy, and 5, tax efficiency
- A client’s story detailing how investment buckets are set up and what each type of bucket is for
- How important tax efficiency is in navigating your financial journey
- And more
Resources:
- The 5 Pillars Of Our 90-10 Investment Philosophy To Help You Minimize Risk And Maximize Your Investments: Part 1 (Ep. 3)
- Your Red Carpet Experience With WellAcre Wealth Management (Ep. 2)
Connect with Adam Scott:
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