Meet our portfolios.
Tax optimized
If you make after-tax contributions to an investment account, this type of portfolio may help maximize your investments. If you’re looking to invest using a diverse mix of tax-advantaged, low-cost exchange-traded funds, consider this portfolio type.
Cash-enhanced portfolio
Consider if:
You want added security in an inconsistent market.
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No advisory fees
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We set aside 30% of your portfolio in cash to act as a buffer against volatility
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Earn 3.50% in annual interest on the cash buffer, credited monthly
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If you take out money, we’ll automatically readjust what’s left to keep the same market-to-cash allocation
Market-focused portfolio
Consider if:
You want most of your money in the market.
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0.30% annual advisory fee, charged monthly
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Nearly all your money’s invested, with only about 2% held as cash
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Earn 3.50% in annual interest on the cash holdings, credited monthly
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If you take out money, we’ll automatically readjust what’s left to keep the same market-to-cash allocation
Automating your saving and investing can be a simple way to help keep your plan on track.
- Recurring investing means making regular, automatic investments with the cash in your account or with scheduled, automatic transfers.
- Taking the decision points out of the saving and investing process can help ensure that you do both regularly.
- Starting with a financial plan can help you determine how much to save and how to invest to reach your goals. Using automation can help put your plan into action.
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With an outstanding depth and breadth of industry knowledge, Powell Wealth Industries experts and contributors deliver insightful analysis and practical advice to help you make better investment decisions.
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Traditional IRA
I want to save for retirement.
A traditional IRA is an account to which you can contribute pre-tax or after-tax dollars. Your contributions may be tax deductible depending on your situation, helping to give you immediate tax benefits.
With a Traditional IRA, your money can grow tax deferred, but you'll pay ordinary income tax on your withdrawals, and you must start taking distributions after age 73.
