Emerging, Independent & Generational

Wealth Management

Emerging

Building wealth requires a plan covering systematic saving, thoughtful portfolio management, tax planning, risk/insurance consulting, and a network of complementary professionals working together toward a common outcome.  Great Point coordinates and manages all of these for our clients.

Independent

Once accumulated, wealth provides freedom from third-party sources of income.  Most call this retirement, but we think of it as financial independence, regardless of what you choose to do next.  We help protect and grow assets while generating income for expenditures along the way.

Generational

When personal wealth exceeds the amount needed for lifetime spending and the remainder is intended for future generations and/or philanthropic endeavors, Great Point helps clients plan an efficient transfer with intergenerational consulting, tax avoidance, and estate administration services.

The Quarterly Market Review features global capital market performance and a timeline of events for the past three months. It includes returns from various asset classes across US and international markets. The report also illustrates the impact of globally diversified portfolios and a quarterly topic.

Notable

Preparing for the Tax Season

Reducing your tax burden can help you manage your wealth and free up money to meet your financial goals and build your legacy. But tax rules are complicated, and you may need help understanding all the methods you can use to minimize your tax burden. Your financial advisor is one resource you can tap to help you develop strategies….

Elections & Markets

As the election nears, here’s a chart that caught us by surprise.  What you see below is a graph of three separate $10,000 investments beginning in 1896 through June 2020.  The gray line represents $10,000 fully invested regardless of which party occupies the White House.  The blue line is only invested during a Democratic WH and red only during a Republican WH…

Total Cost of Ownership

Costs matter. Whether you’re buying a car or selecting an investment strategy, the costs you expect to pay are likely to be an important factor in making any major financial decision.
People rely on a lot of different information about costs to help inform these decisions. When you buy a car, for example, the sticker price indicates approximately…

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