The SGL Blog

Wealth Management vs. Investment Management

Posted Tue Nov 09, 2021

If we asked a hundred people on the street to tell us about wealth management and investment management, and the difference between the two, you can bet that well over half of them would respond, “Aren’t they basically the same thing?” But as financial professionals, we know that they are not. And if you have a job, a family or money, or if you plan to retire someday – so basically, everyone – you should also know the difference, as […]

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October is Financial Planning Month: 9 Steps to Get Ahead

Posted Fri Oct 29, 2021

October isn’t just about who the Chicago Bears are playing Sunday or the season of spook and pumpkin spice – it’s also National Financial Planning Month! Whether you want to eliminate debt, budget more wisely, or invest in your future, building a financial plan is a great place to start. And with the power of comprehensive wealth management on your side, positioning yourself for lifelong success is simple. What is Financial Planning? When you think of financial planning, budgeting or […]

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Who Can Benefit from Wealth Management? Is it You?

Posted Fri Sep 17, 2021

Comprehensive Wealth Management is considered the king of financial advising services and is built of key components aimed to build wealth for your life. At first glance into the world of wealth management, it is easy to assume that the focus is only investments – trading stocks and bonds. But these are not the only key components made up of effective wealth management. Other components include an advisor who will aid you in creating a solid financial plan encompassing tax […]

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Average Return or Consistent Returns: Which Is Better for Retirement Planning?

Posted Tue Jun 22, 2021

In this limited space, it would not be possible to convey all you need to know about retirement planning. But I can show you a new way to look at retirement saving, income and return on investments. To get us going, here’s a money-math question. If your portfolio lost 25% in a down market, what percentage must it gain to recoup that loss? The obvious answer is 25% but is that correct? Nope! As you can see in the below […]

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Workplace Retirement Savings Plans: What Should You Do If You Quit, Are Laid Off or Fired?

Posted Thu May 20, 2021

If you leave an employer before reaching retirement age, should you (or can you) take your retirement accounts/benefits with you? That’s a question with major consequences. Your options depend on the type of plan you are in. There are two basic plan categories: defined benefit and defined contribution. “Defined Benefit” Plan A defined benefit plan defines your retirement income based on your salary, years of service, etc. Those are unusual outside of government service and a few major corporations. If […]

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4 Questions That Should Guide Your Investment Plan

Posted Fri Apr 30, 2021

Creating an investment plan to get you to your long-term financial goals is an important step in your financial journey. But how can you get started building the investment plan that works for your goals, situation, and lifestyle? There are four critical questions you need to ask yourself to create your own custom investment plan – let’s learn more.   For more information about investing, download our complimentary resource: 4 Unintentional Investing Mind Tricks.   1. What is my goal? […]

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How to Adapt Your Investment Plan to Life Stages

Posted Mon Apr 26, 2021

A buy-and-hold investment plan is easier in theory than in practice because goals and needs shift as different life stages begin. A perfectly balanced budget could be smashed to pieces by the birth of a child or an unexpected illness, so a financial plan and corresponding investing plan need to be malleable. No one will have completely smooth spending over their lifetime, but if you can balance borrowing and saving, along with your risk tolerance and time horizon, you’ll have […]

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Investing Strategies: Which Is Right for My Investment Plan?

Posted Mon Mar 22, 2021

Finding an investment strategy that is right for you and your investment plan can be difficult. There are many variables you will want to pay attention to. And the investment strategy that is best for someone else you know might not necessarily be compatible with your goals and constraints. As you determine what strategy is best for you, it’s important to consider what you hope to achieve. Are you focused on short-term growth? Are you trying to build a retirement […]

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4 Strategies to Maximize the Tax Efficiency of Your Investment Plan

Posted Mon Mar 01, 2021

With this year’s tax deadline around the corner, you may be reviewing your taxes now and identifying opportunities to lower your bill next year. One opportunity to improve tax efficiency is by carefully reviewing your investment plan with an investment advisor. A careful review of your investment activity for 2020 could reveal possible steps to take in 2021 to minimize your tax obligations come April 15, 2022. 1) Understand Income vs. Long-Term Capital Gains The first step toward understanding your […]

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