William Parker

The Secure Act by GrandView Asset Management


While the SECURE Act represents some of the most significant changes we have seen to the laws governing financial saving for retirement, it’s important to remember that these changes have been anticipated for a while now. If you have questions or concerns, reach out to your trusted financial professional.

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Estate Management Checklist by GrandView Asset Management

Estate Management Checklist

Do you have an Estate Management checklist in place? Often times the simplest things are overlooked. For example, when was the last time you assessed your life insurance coverage? Do you have a will? Do your heirs have knowledge of where your critical documents might be? Do you have the proper succession plan in place to protect your business?

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Inflation and your Money Article by GrandView Asset Management

Inflation and Your Money

When inflation is low, it’s easy to overlook how rising prices are affecting a household budget. On the other hand, when inflation is high, it may be tempting to make more sweeping changes in response to increasing prices. The best approach may be to develop a sound investment strategy that takes both possible scenarios into account.

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Why you need an estate strategy by GrandView Asset Management

Why you need an Estate Strategy?

Although we typically associate the term “estate” with the ultra-wealthy, estate planning is not just for the rich. Everyone, regardless of family dynamics or financial status, can benefit from having an estate plan—a collection of documents that specify how you want your assets distributed. Nevertheless, most people have neglected to put such plans in place.

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Retirement Income and the Traditional Portfolio Blog by GrandView Asset Management

Retirement Income and the Traditional Portfolio

Taking withdrawals from a traditional portfolio exposes fixed-income investors to “sequence of returns” danger. In other words, experiencing negative returns early in retirement can deplete your portfolio more quickly than you planned and potentially undermine the sustainability of your assets. So you may want to consider a couple of strategies to help mitigate this concern.

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Asset Allocation by Grandview Asset Management

Asset Allocation

If you have visited a big city, you’ve probably run into street vendors selling everything from hot dogs to umbrellas. Many of these entrepreneurs sell completely unrelated products, such as coffee and ice cream. At first glance, this approach seems a bit odd, but it turns out to be quite clever. Asset allocation applies this same concept to managing investment risk. Under this approach, investors divide their money among different asset classes, such as stocks, bonds, and cash alternatives, like money market accounts.

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