Resource Library
Our team is dedicated to helping every investor achieve their financial goals, no matter what it might be. As a part of this mission, we have a library of resources that cover a wide variety of investment related topics to offer extra insights and tips. Whether you are interested in long-term financial planning, retirement planning, risk management or just looking for strategies to grow your wealth, we have you covered.
Our resources are available for download any time, for free:
Strategies
Are you happy with your 5% annual returns? Tired of sacrificing possible returns in the name of security? Can you afford another economic downturn? Afraid to tie your money up for the long-term? You’re not the only one.
Imagine how it would feel knowing that your wealth is growing, but your capital is always safe. No more sleepless nights worrying about market drops. It’s time to make your money work harder, without fear of losing it.
Our strategies are designed to be simple & transparent. Through our streamlined process, you can create the right investment for you and your goals. No one-size-fits-all options, no complicated bundled products and no hidden restrictions or fees. You as the investor will drive the decisions every step of the way with our 3-step approach.
Principal Protected Investments (PPIs) seamlessly combine safety and growth, making them a preferred choice for risk-conscious investors. These innovative financial products guarantee the return of your initial investment at maturity while offering market-linked returns tied to indices, stocks, commodities, or currencies.
What makes actively managed PPIs particularly appealing is their ability to reset cap rates once they are achieved, allowing for multiple growth opportunities within a short timeframe—maximizing returns faster than traditional PPIs. With maturities typically ranging from 1-3 years, they provide flexibility, and some even pay dividends, adding an additional layer of income potential.
Finance basics
7 steps to a powerful financial plan
What happens when markets plummet, the economy sours, or your job is in jeopardy? Without a plan, even hitting a 20% return on your portfolio could fall short of saving you from financial insecurity as retirement approaches. These risks are real-and ignoring them could put the future you’ve worked so hard to build in jeopardy.
We are here to offer a handful of tips that we believe can help any person build a potent financial plan that can be the baseline for long-term financial success, no matter the circumstances, situations or goals.
6 reasons you need a financial plan
Achieving your dreams and overcoming life’s uncertainties don’t happen by accident. This involves careful planning and foresight. Which is what a financial plan is all about.
A financial plan is a roadmap to reach your goals, be ready for contingencies, and live life as you have so vividly dreamed. Whether it’s buying a dream home, sending your kids to college, retiring comfortably, or leaving a legacy, a financial plan is your key to success
7 financial moves you can't ignore before retiring
It’s almost time for you to think about whether the future holds enough savings that will allow you to retire the way you have always longed for, or if you are just gambling that there will be enough when the time comes.
You deserve the peace of mind that comes with a strong retirement plan. It will show you all the stepping stones that lead toward securing your future, with warning signs that can lead to derailing your plans with the common pitfalls.
In this guide, you will get a variety of tips that will give you an edge as you look to increase the potential ceiling of your retirement savings to ensure a comfortable post work lifestyle!
7 mistakes to avoid in personal finance
Personal finance is filled with hurdles and pitfalls that need to be properly navigated in order to succeed in the long run. We believe that these 7 mistakes are some of the most common yet avoidable mistakes we see investors of all ages, education and understanding make all too often.
By identifying them and planning accordingly and taking the right steps, any investor with any goal can bolster their portfolio and keep themselves on track to meet their goals.
Case Studies
Case study: Confluent principal protection strategy
We understand that modern times and modern challenges call for modern solutions. Our principal protection investment Strategies are designed to rethink downside management by providing investors with the best of both worlds: downside protection and upside potential. Designed to be customized to your unique goals and risk tolerance, there are countless ways to approach this strategy and maximize the opportunities to put your money to work for you and outperform other traditional strategies.
Take your financial plans
to the next level
Sign up to speak with one of our advisors and begin creating your unique financial plan today. No consultation fee. No long-term commitment.
