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Total: 8 results found.

Retirement Security? The Name of the Investment Game is Controlling Risk

Created on Monday, 07 November 2011. Posted in main/blog

... the basic parameters of your portfolio – how much will go into stocks and how much into bonds and cash? The expectation is that if we hold your positions through market downturns you will eventually ...

Cash is not King!

Created on Friday, 01 July 2011. Posted in main/blog

... it makes sense to me to focus more attention on controlling portfolio risk and preserving capital. The financial crisis has receded from our memories but it has left a legacy of weakness in economic ...

Have you had “the talk” with your parents?

Created on Friday, 24 June 2011. Posted in main/blog

... portfolios and the collapse of home prices has left many older Americans in dire financial straits. Some have ended up with substantial credit card debt after years of trying to make ends meet. To make ...

Financial Planning for Chronic Disease: Parkinson’s Disease

Created on Friday, 25 February 2011. Posted in main/blog

... Howie split his portfolio in two: $1.3 million (or lifestyle portfolio) would be used to provide for his everyday living expenses, the second of $.7 million (or care portfolio) would be available to pay ...

They need sophisticated tax planning..

Created on Tuesday, 14 December 2010. Posted in main/HOMEaccordian

... after taxes. At Core Capital Solutions we recognize the damage that taxes can do to the growth of our clients' portfolios.  ...

Because they value long term, personal relationships....

Created on Tuesday, 14 December 2010. Posted in main/HOMEaccordian

Our clients still want an advisor they can meet with periodically to review their portfolio, to discuss their planning needs. Social networking has its place, but for our clients, the personal touch still ...

Our Investment Process

Created on Wednesday, 06 October 2010. Posted in main/about

At Core we are not stock pickers. We use a combination of mutual funds and ETFs to construct client portfolios. In some cases we utilize individual securities and Separately Managed Accounts to achieve ...

Our Approach

Created on Wednesday, 06 October 2010. Posted in main/about

... will make a big difference where an investor ends up. We do believe in carefully managing risk, growing portfolios so that purchasing power is maintained and paying close attention to costs and taxes. ...