Division of assets in divorce Knowledge is power when it comes to negotiating a divorce agreement that works best for you and your family. Not all assets are equal when it comes to division of assets in divorce. Understanding what you own, and the potential future value of your assets is critical to ensure your […]
Alternative Roll-over tax deductible modeling generational wealth HSA 529 Annuities Annuity rollover
What types of asset transfers can you help me facilitate? We are here to help you with several different types of transfer including: ACAT -Typically referred to as “broker-to-broker” transfers DTC – The transfer and receipt of individual stock positions IRA Rollovers – The transfer of assets from a previous employer IRA Transfers – Trustee-to-trustee […]
Alternative HSA modeling
Portfolio Management KWMG Portfolio Management process involves selecting a group of investments that will meet the long-term investment goals of our client. KWMG favors a fundamental approach to portfolio management with a technical overlay Portfolio Management: Fundamental Analysis Fundamental analysis involves an evaluation of an issuer’s fundamental financial and competitive position including capabilities of management, […]
Portfolio analytics is about managing risk Portfolio managers have a myriad of analytics and measurements available to help in managing and monitoring the performance, risk, and volatility in portfolios. These include beta, R squared, Monte Carlo simulations, Value at Risk analyses, to name just a few. King Wealth Management Group utilizes many of these sophisticated […]
What is Wealth Management? Wealth Management is an investment advisory service that combines other financial services to address the needs of affluent clients. These services are typically managed by a financial advisor with a high-level of experience and training managing a successful client’s wealth holistically. How we can help If you are an affluent individual […]
401k 401(k) 457 403b
Bonds (fixed income securities) have a place in most portfolios Bonds provide diversification and income and should be part of a well-balanced portfolio. The recommended allocation to bonds generally increases as one nears retirement. Individual bonds, bond funds or bond ETFs? For larger portfolios, buying individual bonds including corporate bonds, municipal bonds, treasuries, and agency […]