Sunday Morning Quick Hits #1

February 14, 2016

 

When determining how much money you are going to have in the future, your savings rate is far more important than your rate of return. 

 

However, many investors are more likely to obsess over squeaking out a bit more performance out of their investments or tweaking their asset allocation to increase returns rather than thinking about ways to save more.  

 

Good planning starts with getting your financial house in order and making sure that a good savings plan is in place with the proceeds invested into a solid, diversified portfolio.

Please reload

Recent Posts

February 26, 2019

February 9, 2018

Please reload

Search By Tags
Please reload

  • Facebook Clean
  • Twitter Clean
  • LinkedIn Clean

TruNorth Capital Management, LLC (TruNorth) is an investment advisor registered in, and regulated by, the States of Michigan and Illinois. All clients and potential clients have access to important information about our business methods, fees, professional qualifications and all other pertinent business information. By using this website, you accept our Terms of Use and Privacy Policy. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in loss.

Regarding the interaction TruNorth or its representatives may have with clients and/or potential clients in ERISA-covered plans, including SEPs, SIMPLEs and non-ERISA retirement plans that are subject to Section 4975 of the IRS Code, including IRAs, Keogh plans and Solo 401(k)s (collectively "retirement plans"), TruNorth may provide non-discretionary investment advice to a specific investor, recommending or suggesting the acquisition or disposing of securities or other investment property in a retirement plan and/or recommending a rollover from a retirement plan to another. During the course of this interaction, TruNorth meets their requirements of a "level-fee fiduciary" and adheres to the Impartial Conduct Standards that require TruNorth to a) provide advice that is in the client's best interest, b) receive only reasonable compensation for its advice and; c) not make materially misleading statements. 

© 2017 TruNorth Capital Management, LLC