The Baum Jackson Investment Group is a multi-generational wealth management practice that specializes in helping our clients and their families accumulate, preserve and transfer wealth. We believe that creating a solid financial approach demands an appropriate level of preparation, research and execution to help ensure successful outcomes. Every client has different needs and a unique story. Understanding and responding to those needs is at the heart of all we do. Once we have a complete understanding of your personal and financial circumstances, we can better identify your specific needs. We then create a personalized plan tailored to your specific goals and risk tolerances. Preserving and protecting your wealth is key and our approach is steady and conservative, which allows us to provide for flexibility in market conditions and events.
The yield curve has reliably flagged the approach of U.S. recessions well in advance of their arrival. The next one is still some distance away, as the curve is probably a year or more from giving such an “early warning” signal. Read the full economic outlook in the latest edition of Global Insight. Read the full economic outlook in the latest edition of Global Insight.
No matter what you want your money to help you accomplish in life, planning for health care expenses in retirement is essential. Download Taking Control of Health Care in Retirement to learn more about the steps we can take together to help you prepare for a long, happy—and healthy—retirement.
Different types of families have different approaches to building, preserving and passing on their family legacy. In the fourth report in our in-depth wealth transfer series, we look at how various families share their financial knowledge, prepare their inheritance plans, and educate the next generation on preserving family wealth. Download our Families and Wealth Transfer Report to learn more.
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November 4, 2017
Safeguarding Assets for the Elderly