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US and China Bump Gloves

US and China Bump Gloves

Jab, parry, straight right!

 

Round three opens with both players showing some sweat. Ringside is exciting or scary depending on the seats and your level of comfort with flying body fluids.

 

So, if you are not in the ring, what does the ongoing trade fight mean for you?

    Spectator Sport Only

     

    On an individual basis, this match only serves as a mere spectacle because confident investors stay in their seats. They have the discipline to maintain a long-term investment perspective and as a result, achieve long-term investment success.

    That’s why we take the time to go over your risk profile and invest your portfolio with the right asset allocation, the one that gives you peace of mind no matter who is fighting on the world stage. The right asset allocation enables you to stay the course when challenging market environments occur. 

    If you wish to discuss your allocation or any other concerns, please call us.

     

     

    Fee-Only Fiduciary

     

    Platt Wealth Management is a fee-only advisor helping clients achieve their financial goals. We offer customized financial advice, financial planning, and investment management. If you would like to learn more about our services or request a consultation to review your current portfolio, please give us a call. 619.255.9554.

     

    We provide stand-alone financial plans for a flat fee, investment management as retainer or asset basis points fee. Leverage our full expertise and benefit from discounts with our full wealth management service.

    We would love to learn more about you.

    Planning for Portugal

    Planning for Portugal

    Our financial planner dreamed about traveling more. So, she put a plan in action.

     

    When my daughter offered to travel with me during spring break from her PA program, I jumped at the chance. I’m a planner by nature, so we evaluated a diverse list of destinations before choosing Portugal. This tiny country offers a unique culture of fado music and tile-decorated buildings, beautiful scenery, and most importantly, great food and drink. I admit my frugal nature loved that Portugal is so budget-friendly, too!

    We traveled independently with our dog-eared Rick Steves guidebook and a lot of advice from Anthony Bourdain, online forums and friends – it seems like everyone is going or just got back. We flew into Porto and out of Lisbon, with quaint towns in between. It was easy to travel by train, bus, and historic trams that rattle up and down the hills. Portugal has lots of steep hills, and the sidewalks are cobblestone mosaics (beautiful but slippery), so sturdy walking shoes are essential. Uber was a lifesaver (footsaver?) when we hit our limit after walking seven to ten miles a day.

     

    Favorite Town

     

    Sintra is a resort town in the hills above Lisbon with commanding oceans views from the many historic palaces and villas. It’s a popular day trip since it’s a quick train ride from Lisbon, but we spent two nights so we could enjoy more time exploring the enchanting palace gardens and charming town.

    Best Day Trip

     

    The Douro Valley in the north features steeply terraced vineyards high above the Douro River. Portugal is famous for port, a fortified wine that has been produced here for centuries. The wineries in this region make the port, which is then sent down river to Porto to age in the cellars along the river.

    Best Food

     

    It’s a tie between the pastel de nata, a delicious custard tart that’s best eaten fresh out of the oven sprinkled with cinnamon and powdered sugar, and the francesinha, an enormous sandwich with linguiça, mortadella, steak, topped with cheese and a fried egg, then covered with spicy sauce.

    Best Drink

     

    The 20-year old tawny port, although the cold beer that washed down the francesinha was pretty good too!

    Overall Best

     

    The friendly people – they are incredibly proud of their country and its history. Everyone will tell you stories about their lives, the local legends, the soccer rivalries, and where to get the best meals away from the tourists.

    Dream. Plan. Do.

    Platt Wealth Management offers financial plans to answer your important financial questions. Where are you? Where do you want to be? How can you get there? Our four-step financial planning process is designed to be a road map to get you where you want to go while providing flexibility to adapt to changes along the route. We offer stand alone plans or full wealth management plans that include our investment management services.

    Investors Need a Trusted Contact

    Investors Need a Trusted Contact

    What is a trusted contact?

     

    A trusted contact acts as your back up contact. What if you become unable to respond due to diminished capacity or become the target of fraud? This person is someone your advisor can talk to in order to confirm:

     

    • Your contact information.
    • Your mental health or physical status.
    • Red flags that indicate you are being financially exploited.

    Who can be a trusted contact?

     

    • At least 18 years old.
    • Usually family members or close friends, people you might see daily or weekly.
    • Preferably not someone already authorized to conduct business for you, someone other than your Power of Attorney.

    NOT a Power of Attorney

     

    A trusted contacted does not act on your behalf.

    • They cannot view your account information, execute transactions, or ask about your account activity.
    • They can only speak with us to confirm you are OK.

    Speak to an Advisor

     If you would like to have a trusted contact on file, speak with your advisor today about filling out the necessary paperwork. If you are working with a broker or not comfortable with your current advisor, please feel welcome to give us a call.

     

     Fee Only Fiduciary

    Platt Wealth Management is a fee-only advisor helping clients achieve their financial goals. We offer customized financial advice, financial planning, and investment management. If you would like to learn more about our services or request a consultation to review your current portfolio please give us a call. 619.255.9554.

    We provide stand-alone financial plans for a flat fee, investment management as retainer or asset basis points fee. Leverage our full expertise and discounts with our wealth management service.

    We would love to learn more about you.

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