What is important to you?
As you consider life-altering decisions such as a career change, retirement, real estate investments or transferring ownership of a family business, a comprehensive wealth management strategy becomes an integral aspect of the decision-making process. What is important as you experience significant milestones will likely change and adapt, as should your financial strategy.
What is wealth management and what does it include?
Beyond focusing exclusively on investments, true comprehensive wealth management incorporates many factors of your complete financial picture, such as risk management, credit and liquidity needs, estate planning strategies and charitable giving – essentially any decision involving finances that impact your life.
With the Phelps Group, your needs are the priority of our business. Investments are merely one aspect of an extensive wealth management approach. By utilizing our in-depth experience and industry knowledge, we work closely with our clients to develop and implement a customized wealth plan which recognizes your overall goals and relevant time frame to realize them.
A primary component of the culture at The Phelps Group stems from our ongoing communication with clients. We understand that successful relationships extend well beyond providing information, ideas and strategies. With regularly scheduled calls, relevant client events as well as community outreach, we strive to create relationships that extend beyond your financial needs.
Whenever the S&P 500 experiences a 1% move (up or down), The 1% Move posted under Investing & Market Insights, will provide guidance. Whenever you have questions about market activity, please contact us.
See April On the Markets from the Global Investment Committee featuring
• "Déjà Vu All Over Again" Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, sees similarities between this year’s stock market behavior and that of early 2014. In both years, stocks were off to a rocky start. Last year, the S&P 500 went on to amass a double-digit gain. He says the stock market is now poised for a rebound as well.
• "New Titans of Tech" The leading companies in technology today are clustered in four critical areas: security, mobile/social, analytics and the cloud. Casey Galligan and Vijay Chandar, market strategists at Morgan Stanley Wealth Management, describe the new look of the tech sector.
• "Buying Bonds in a Brutal Market" Yes, global yields are at levels so low that they were inconceivable just a few years ago. That may turn off some investors, but many need to buy bonds for portfolio diversification. Doug Peebles, head of fixed income at AB, explains how he handles the task.
Plus, more on global equities, fixed income securities, currencies and the economy.