Wealth Management

In general, wealth management is more than just investment advice, as it can encompass all parts of a person's financial life.

The idea is that rather than trying to make sense of advice from a series of professionals. High net-worth families may benefit from a holistic approach in which a single manager coordinates all the services needed to manage their money and plan for their own and/or their family's current and future needs.

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About Wealth Management

The wealth manager starts by developing a plan that will maintain and increase the client's wealth based on that individual's financial situation, goals and comfort level with risk.

After the original plan is developed, the manager meets regularly with clients to update goals, review and rebalance the financial portfolio, investigate whether additional services are needed and ideally, follow clients throughout their life.

Latest Wealth Management News

Discipline

Dec 19, 2016

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Don’t throw good money after bad. It seems simple enough, but too often investors – instead of getting out of bad positions – increase their size as they lose money. The reasons can be numerous, but are primarily ‘rationalized’ as lowering the average purchase price – so you can either ...

Price Ratios

Dec 12, 2016

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Beyond buying or selling companies for their intrinsic value, one way of trading is by buying and selling firms against their peers. The basic theory here is that firms in like industries should revert to a mean pricing metric. The idea is that, beyond minor idiosyncrasies, two companies operating in ...

Thematic Investing

Nov 21, 2016

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Traditional asset-allocation is often based upon relative valuation. Meaning, one would hold larger positions in firms after reviewing historical data and pricing against peers.  For example, you may be long Coca-Cola because it has a relatively cheap P/E ratio among beverages, Chevron because of its Book to Market being higher ...

Hedging, Part 1

Oct 31, 2016

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Over the past 16 presidential elections (1952 to 2012), the market has indicated whether or not the incumbent political party would maintain executive office 13 times (81.25%). If from August 1st to October 31st the S&P 500 is down, a new party will be elected, however, if up over the same period, ...

Inflation Nation

Oct 24, 2016

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Weeks of weakening and the sterling shakedown of October 6 means that the United Kingdom has suddenly gotten a lot cheaper for outsiders and will get quite a bit more expensive for residents.  The designed-element of GBP devaluation is, in one part, to hinder immigration incentives (as the wages earned in pound ...
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All Securities and Advisory Services provided under the name Ensemble Financial, Inc. are offered through Titleist Asset Management, Ltd. ("TAM"), a Registered Broker/Dealer & Registered Investment Advisor and member FINRA & SIPC. Customers working with Ensemble Financial, Inc. will be dealing solely through TAM with respect to their investment, brokerage and securities transactions. TAM does not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services. Member FINRA and SIPC.