Why Traditional Planning Fails

  • Inflation


 

One of the reasons Traditional Financial Planning Fails has to do with the "Accumulation Issue" and our flexible currency.

 

 

  • Average vs Actual

We hear over and over again from financial institutions and even the cable gurus about the "Average Rate of Return". This mysterious number is used to determine long-term market performance and our own portfolio's success; however, the average means NOTHING! What matters is the ACTUAL Rate of Return.

 

 

  • Taxes

Taxes play a huge role and can destroy our financial future if we aren't prepared and educated. It you're following a Traditional Financial Plan in attempts to reach your goals then you'll most likely succeed at being the perfect taxpayer and NOT one who is financially self sufficient.

 

 

  • Market Indicators

 

 

 

Every day we hear either on the way home from work in the car or on the news at night how the market performed..... so what's the problem?

 

Share on Facebook
Share on Twitter
Please reload

FREE RESOURCES

  • Facebook Social Icon
  • Twitter Social Icon
  • LinkedIn Social Icon

MAIN OFFICE

 

Office Hours: Mon - Fri: 9AM to 5PM & Sat: 9AM to 12PM

Address: 620 N. Brand Blvd #404 Glendale, CA 91203

Get Directions

AREAS WE SERVE

  

  • Los Angeles, CA

  • Long Beach, CA

  • Santa Clarita, CA

  • Pasadena, CA

  • Burbank, CA

  • Sherman Oaks, CA

  • Woodland Hills, CA

© 2020 Insight Asset Advisory Group All Rights Reserved.