?? Happy Thanksgiving from Waypoint! ?? As we reflect on this season of gratitude, we want to take a moment to thank all of our customers, partners, and team members for their continued trust and support. This year has been one of growth and collaboration, and we are grateful for the opportunity to serve you. As you celebrate with family and friends, remember that we're here to help guide you toward success in all your endeavors. Whether you're planning for the future or navigating new opportunities, Waypoint is here to support you every step of the way. Wishing you and your loved ones a joyful and safe Thanksgiving filled with warmth, laughter, and gratitude. ?? Thank you for being a part of the Waypoint family. ?? For more information, visit us at www.waypointus.com. #Thanksgiving2024 #Gratitude #WaypointFamily #Thankful #HappyHolidays #WaypointUS
关于我们
Who is Waypoint? Waypoint was formed at the beginning of 2010 by merging two well respected independent Registered Investment Advisors in North and South Carolina. This gives our clients access to higher quality resources and increases the likelihood of them achieving their most important life goals. We remain steadfast in our fee based approach to planning because we feel it allows us to give the best advice possible to our clients. The word "waypoint" was chosen for a specific reason. It signifies a point along a destination where changes and course corrections can be made. It is critical that this is done because things change constantly. Making these corrections and changes can keep you on track to achieve your most important life goals. This is a critical reason in why Waypoint was formed. Why should you work with Waypoint? The key to you achieving your most important life goals is understanding that you only have so much time, energy and money. You have to make sure that these three things are congruent with your most important life goals. It is important to use a process to think about them and make the necessary corrections when life events happen. The first step in the process should be determining the most important goals in your life. We offer a one-on-one free goals workshop that is designed to help you discover these goals. Experience shows that this is the first step of transforming your life and becoming more self fulfilled. What are the planning services provided by Waypoint? Succession Planning/Exit Strategies Financial Independence Planning Risk Management Planning Asset Protection Planning Wealth Optimization Planning Asset Strategy Planning
- 网站
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https://waypointus.com/
Waypoint Strategic Advisors的外部链接
- 所属行业
- 投资管理
- 规模
- 2-10 人
- 类型
- 私人持股
Waypoint Strategic Advisors员工
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David Plaisance
Providing independent, prudent, and evidence-based financial planning, investment, and insurance advice.
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Joe Young, Jr.
Waypoint Strategic Advisors (Registered Investment Advisor)
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Richard Coakley
Owner at Waypoint Strategic Advisors
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Matthew Coakley
Entrepreneur, Advisor/CCO at Waypoint
动态
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Do you have an Investment Policy Statement? An investment policy outlines and prescribes a prudent and acceptable individualized investment philosophy and sets out the investment management procedures and long-term goals for the investor. The is no formula or set of questions (risk questionnaire) to determine an investors asset allocation, however that is a process to help you decide. Waypoint can help!
Coffee drinkers often have strong preferences about the composition of their favorite pick-me-up. Likewise, investors tend to prefer a specific structure for their portfolios, based on factors such as the number of years they have until retirement and the level of risk they’re willing to take on.?
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There is a better way! Evidence based investing uses the fact that the economy is unpredictable. If this is true, no one can pick stocks or time the market, and the evidence proves this.
A recent Bloomberg article focused on a Dimensional study that explores the rigidity with which index funds must track their benchmark and how it continues to cost investors. Read the full article here. https://lnkd.in/g6zNsdtg
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