Welcome to Wise Equity Planning
In October 2008, tens of millions of people lost money in stocks, mutual funds, and other investments. Worse, many of them thought that the money they had invested for retirement was safe. In fact, Consumer Reports reported that people who had not done any investment planning at all, and had left their money in traditional bank accounts, were fairing better than those who invested in stocks or mutual funds, even if they used an investment advisor.
Losing money hurts. And if it means working more years, or having less when we retire and are ready to enjoy life, it hurts even more.
Understandably, people aren't trusting financial advisors or retirement planners right now. According to a survey by Prince and Associates quoted in Robert Frank's recent article in the Wall Street Journal, Wealthy Investors Stage Revolt Against Advisors “81% of investors with $1 million or more in investable assets plan to take money away from their current advisor. An even larger number – 86% – plan to tell other investors to avoid their advisor.” And, in an industry where referrals are crucial, it is troubling that only 2% of investors plan to recommend their financial consultant. To learn more about this crisis of confidence, read our article, Where to turn- you can't go it alone, and you can't trust an advisor.
The Safe College Plan - Tax-Advantaged, Safe College Savings
College savings plans that rely on mutual funds or stocks have the same problem as retirement funds that rely on these investments that do not guarantee safety of principle. You could build savings for 15 years, and then lose half (or more) in a bad day at the stock market. Now there is a solution. See Wise Equity Planning's Safe College Plan.
Marshall Wise, Your Money Coach
Now, meet Marshall Wise, your money coach. Marshall learned how we can build our own banking system to get all the advantages we need to ensure abundance in retirement, and when saving money for college.
Marshall founded Wise Equity Planning to make sure that your money is safe, available, has a high rate of return, and is tax-advantaged.
Let's take a closer look at those four points:
From Surviving to Thriving
Wise Equity Planning works with people who want to understand investing and make choices that increase quality of life for themselves and their families. We believe in empowerment and education. If you are ready to empower yourself to move from surviving to thriving, then read on:
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