Description

Understanding your investments is key to making confident financial decisions that align with your long-term goals.

This week's episode explores the growth bucket strategy - a systematic approach to managing long-term investments designed to help combat inflation while maintaining focus on your values and objectives. Our team of wealth advisors shares insights on diversification strategies, tax efficiency considerations, and the importance of maintaining perspective during market volatility.

We discuss how proper allocation across different investment vehicles - from traditional stocks and bonds to private equity opportunities - can help create a resilient portfolio aligned with your time horizon. The conversation emphasizes understanding what you own and why you own it, drawing inspiration from successful long-term investors.

This is a great discussion of practical approaches to structuring your growth investments and strategies for maintaining conviction through market cycles. 

Key Takeaways

• Structure investments using the bucket approach: foundation first, then savings, income, and finally growth for 10+ year timeframes
• Consider tax-efficient placement of assets across accounts (HSAs, Roth, taxable) to optimize after-tax returns
• Examine international and emerging market opportunities to diversify beyond U.S. markets
• Evaluate alternative investments like private equity when appropriate for additional portfolio diversification
• Focus on owning quality companies for their future cash flows rather than short-term price movements
• Maintain a consistent investment strategy through market cycles by understanding what you own

Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com

Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/

Investment advisory services offered through CWM LLC, an SEC-registered investment advisor. Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.