Investing Strategies

“The passive strategy continues to grow in popularity, not only because of its inherent low-cost advantage but because investors are educating themselves and beginning to embrace the essential components of building long-term wealth.”

We strongly feel that a passive investment strategy coupled with our financial planning process, allows clients to take control of their financial journey and build long term wealth. I discuss the popularity of passive investing in a recent article in U.S. News. I remind investors, “the challenge is to establish a portfolio that makes sense, and then stay committed to it in all types of markets.”

At Soundmark, we focus on building diversified portfolios that can weather market cycles over the long-term.

 

Todd Flynn, CPA, CFP ® is a Principal at Soundmark Wealth Management, LLC. Todd works closely with physicians, business owners, and other high-net-worth individuals to help them define their financial goals and implement an ongoing financial planning process.