The Common Sense Financial Plan: Interactive, Ongoing and Based Upon Real Math

September 13, 2017

Set an appointment today to come to the Crescent and meet the team that cares!

Advance Report

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Radio Show

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Each week the team at McGowanGroup Asset Management devotes significant time and effort to bringing you NetWorth Radio. This week’s program departs from the focus on short term headlines and brings you a program based upon decades of hands on experience from one of the premier teams in the financial services industry.

Our 4 part program today:


*The Common Sense Financial Plan

*IPO – Investment Plan Outline

*Know Your Rules (The Rule of 72 and Total Return)

*Performance Tracking – How have you done?

*Budgeting – Spend less than you make

*Reinvest the Rest

*Review Discipline

 

Allocation Strategies


Three Categories – Safety and Income, High Cash Flow, Growth and Income

U.S. Consumer Price Index and Gold Prices (Approx. 40 yrs.)

-Courtesy of Bloomberg LP

S & P 500 Total Return and Alliance Bernstein Global High Income Fund (Approx. 16 yrs.)

-Courtesy of Bloomberg LP

McGowanGroup Sample  (5 Million, Approx. 16 yrs.)

Download (PDF, 26KB)

Click HERE for the complete Sample

Buy Discounts and Get Real Cash Flow

 

Lessons from Bear Markets and Bull Markets

Bear Market


 Increase maturity value under control with discounts.

 Bonds generally recover faster than stocks.

 Forward return in bonds goes up when prices are down.

 

Bull Market


Low forward earnings yield equals low long term performance

 Don’t chase performance

 There is no “new way” to value companies (i.e. tech wreck).

 Use targets and alerts for harvesting gains and protecting portfolio.

 Empower the Fixed Income and safety Allocations with selective harvests.

 Get the cash you will need in the bank before the next bear.

Questions That You Should Ask and Questions Your Advisor Should Ask

 

Why Should I Retain The McGowanGroup?


From your initial visit to the office to each interaction with our team, you will find us devoted to the sacred missions of excellence in service and superior client profits.

The Differences from other Advisors:

Automated Performance Tracking

Disciplined Review Cycles

Portfolio Strategy Updates

The Ability to Delegate as well as Improve Education

Investment Committee Research

Devotion to High Cash Flow Assets

Access to All Team Members

Advanced Financial Planning, Estate Planning Coordination and Execution, and Tax Planning Coordination with your CPA.

 


Featured Research Solutions:

Investors are invited to improve decision making with a comprehensive tour of global economics, indicators, and actual results.

*Tested Estate Planning Attorneys

*Our Favorite CPA List


Start the Process Today! Be sure to indicate what size portfolio sample you would like to see. A link will arrive when we receive your questionnaire.

Start the process of updating your investment plan today.

Call (214) 720-4400