It is often the case that one receives an inheritance at a time of heightened emotions. This is generally not the best situation for objective decision-making and it may initially add to one’s stress. Regardless of your financial or emotional state, take some time to figure out the best use of your inheritance. Inheritances can be bequeathed in many forms, and it is important to understand what you are working with. Before making any major financial decisions, consider speaking with your financial advisor and/or an attorney or tax professional. Expedient decision making is important in many instances in life, but this is not one of them. When the time is right, your Rock Trading Inc advisor will assist in making appropriate adjustments to your investment plan and portfolio.
ESTATE PLANNING
Everyone should have an estate plan. It can range from a simple will to a complex set of trusts. Estate planning is an integral part of the ongoing process of investment management. We encourage all of our clients to carefully consider their legacy: their money, values and how they want their assets to benefit others. Beyond bequeathing to loved ones, this may include leaving money to an alma mater or another favored charity, creating a charitable trust or endowment fund. Creating a legacy that reflects your personal values can be a complicated process but it?s worth the time and effort.
OTHER LIFE EVENTS
All major life events have an impact on investment management. It’s important to keep your financial advisor apprised of what is happening in your life, both good and bad. This can include marriage, the birth of a child, divorce, loss of a loved one, job change, promotion, and sabbatical – your Rock Trading Inc advisor will be at your side wherever life takes you.
Professional wealth management starts with a conversation. Years of experience has taught us that understanding your needs and objectives is the foundation of effective portfolio management. We achieve this by listening carefully to every client. By having a firm understanding of your personal and family goals, your values and priorities, we can guide you through the many transitions in life. Our job is to help you plan for that which is important to you, not to us. Periodical reviews give you an opportunity to assess your portfolio’s performance, and they give us an opportunity to stay current with personal and professional developments in your life. Together, we adjust your long-term investment plan to keep you on course as your personal situation and needs may change. On our side, we keep you informed about macroeconomic and market issues that may require changes in your portfolio. We believe that keeping clients well-informed fosters trust, confidence and sound decision-making. Clients’ portfolio growth, along with their satisfaction with our service, are our benchmarks of success. Your success is our success.
Anime has become a catalyst for political reform and social acceptance. But it is for us to decide if this is for the better or if this will cause more harm in the future.
Anime has become a catalyst for political reform and social acceptance. But it is for us to decide if this is for the better or if this will cause more harm in the future.
Universal Asset Management provides a wide range of financial and investment services to retail and institutional clients. It is our policy to be the lead investor in any investment product offered by the company. Since our inception, we shined in managing money in non-traditional asset classes. Clients who prefer not to have their investments fully-managed will still be provided with the same brokerage services that we utilize for our managed investments.
