Individualized Investment Management
Our investment management services are designed to help you navigate the complex world of stocks and exchange-traded funds (ETFs). We utilize various data-driven strategies to make informed investment decisions and optimize your portfolio. Here is an overview of the key components of our investment approach:
- Historical Market Data: We analyze past market data to track the performance of stocks and sectors and help us identify undervalued stocks and sectors that have the potential to outperform the market.
- Fundamental Data: We use information, such as company financials and analyst ratings, to assess the value of stocks and make informed investment decisions.
- Sentiment Data: We gauge sentiment through social media and news articles to anticipate market trends.
- Algorithmic Trading: Swift and efficient trades capture market opportunities and potentially boost returns.
- Customization: Personalized attention ensures your portfolio aligns with your preferences, risk tolerance, and goals.
- Tax Efficiency: For many of our clients, we use a tax loss harvesting application to potentially reduce taxes on investment gains.
"Hands On" Retirement Planning
Managing your retirement savings is paramount. Recognizing this, we're not just overseeing, but actively trading within your 401k, 403b, or TSP plan. Our tailored approach ensures that your funds are not just held, but actively managed to meet individual financial goals. By vigilantly monitoring market trends and making strategic trades, we aim to optimize your portfolio's performance. Entrust us with the active day-to-day trading and management, allowing you to focus on other life priorities. With our proactive approach, your retirement savings are in expert hands, ensuring a dynamic strategy for your future.
Tax Strategies
As the famous saying goes, there are only two certainties in life: death and taxes. While this statement holds true, Leap Wealth Management is here to assist you in discovering avenues to minimize, delay, or generate tax-free income in the future. We are committed to collaborating closely with you and your tax advisors to devise a synchronized approach.
Family and Asset Protection
Did you know that nearly two-thirds of Americans don't have an estate plan? It's an intriguing question: why is that the case? Well, there are multiple factors contributing to this situation, such as the costs involved, the complexity of the process, people's tendency to procrastinate, and the emotional discomfort that often accompanies discussing end-of-life arrangements.
However, here's a comforting thought: the vast majority of Americans won't face an estate tax burden upon their passing. That means with some simple planning and a few basic documents, you can ensure a smoother journey for your loved ones and provide them with the necessary guidance and support during challenging times.
Let us help you take the complexity out of estate planning. Contact us to learn more.
SOI Tax Stats - Historical Table 17 | Internal Revenue Service (irs.gov)
Insurance and Annuities
Life, Disability and Long-Term Care Insurance: Let us review your current insurance policies to explore opportunities for maximizing your coverage within your budget. We may be able to secure additional insurance for the same cost or maintain your current level of coverage at a lower price. If you are currently underinsured, we will diligently explore alternative options to ensure your family's complete protection.
Annuities: Annuities can offer lifelong income guarantees, protection from market volatility, and safeguards against creditors and lawsuits. They can also provide inflation protection. However, it's crucial to understand the terms and conditions of the contract.
Digital Assets and Alternative Investments
Crypto: Unlock the power of cryptocurrency investments with our exclusive Separately Managed Account (SMA), expertly managed by a seasoned team, providing professional guidance, diversified portfolios, transparent insights, and seamless liquidity for investors seeking to capitalize on this dynamic asset class.
Structured Notes - Structured notes provide benefits like customization, diversification, downside protection, enhanced returns, and access to tailored investment strategies. They allow investors to align with their goals, diversify portfolios, limit losses, and potentially earn higher returns.