Master's Wealth Management, Inc.

"Everyone’s life circumstances are different. It can be particularly challenging to understand your own mindset towards money. It is also difficult for most people to develop and execute a financial plan on their own and regularly re-evaluate this plan to be sure it is still effective." In this week's edition of the Master's Minute, advisor Jon Thompson explores two approaches to money management and shares insights on the most effective mindset.

Check out this week's edition of the Master's Minute, written by Lyle Hershey, as he discusses presidential elections and stock market trends.

"Investing in a diversified portfolio is a cornerstone of our investment philosophy at Master’s. Extensive academic literature suggests that diversification not only reduces risk but also smooths returns and, over time, tends to outperform individual stock, sectors, or indices." Check out this week's blog post by Garry North to read more about portfolio diversification!

In this week's edition of the Master's Minute, Tim Tyson discusses a few different cash savings options, and the pros and cons of each. Check it out!

"Master’s has always been committed to providing excellent client service. It is in our DNA! It is an important part of who we are, both as individuals, and as a Financial Planning firm. In fact, if we fail to provide client service at a higher level than our competitors, we are highly disappointed! We hope you have experienced extraordinary client service from us!" Check out this week's blog post by Charlie Keller!

"Put simply, becoming fee-only holds us to the highest standard possible in our industry. We eagerly embrace this model as it highlights our longstanding commitment to prioritize our clients’ interests. It’s a tangible way for us to demonstrate our dedication to a client centric model and represents an evolution in our journey of excellent service to you and your family!" Check out this week's edition of the Master's Minute, written by Garry North!

"Ensuring that we have the ideal package of technology partners is an ongoing exercise. Now that we are completely independent, we have the freedom and flexibility to make appropriate changes whenever we deem it beneficial for us and our clients. Our commitment to providing our clients with the best possible service and experience is unwavering." Click here to read more!

"At Master’s, our investment management philosophies are rooted in academic research that has been compiled over many years. This research has uncovered a handful of factors that can lead to higher return expectations over long time horizons." Check out this week's blog post by Jon Thompson, as he unpacks why our recent transition to our own RIA firm allows us greater investment flexibility!

We are delighted by our partnership with Raymond James. Thank you so much to everyone who helped make this transition possible, we couldn't have done it without you!

In this week's blog post, Charlie takes "a little trip down memory lane regarding Master's pursuit of true independence." Click here to read more!