In this episode, Victor and Kim Gaxiola discuss the investment management process, building on their previous conversation about financial planning. They explore the importance of understanding investment models, the stages of investment (accumulation, preservation, and distribution), and the significance of asset allocation.

The conversation emphasizes the need for a disciplined approach to selling investments, the role of the Resilient Wealth Planning Investment Committee, and the integration of financial planning with investment management. They alsotouch on the importance of tax planning in preserving wealth that will be the topic of an upcoming podcast.

Key Takeaways

• Investment management is a vehicle to achievefinancial goals.
• Understanding investment models is crucial foreffective management.
• There are three primary stages of investment:accumulation, preservation, and distribution. 
• Asset location can significantly impact taxefficiency and investment strategy. 
• Preservation mode requires a conservativeapproach to protect assets.
• Sell discipline is essential for effectiveportfolio management.
• Consistent contributions to investments lead tobetter long-term results.
• Investment strategies should be flexible andadaptable to market conditions . 
• The investment committee plays a vital role inshaping investment strategies.
• Tax planning is critical for preserving wealthand minimizing tax liabilities.

Subscribe now to stay updated on future episodes and join us on this journey to financial empowerment.

Visit ⁠http://www.resilientplanning.com⁠ to learn more about our team or ⁠CLICKHERE⁠ to schedule some time with our team.

#InvestmentManagement#FinancialPlanning #AssetAllocation #RiskManagement