Retirement Lifestyle Assessment
For Investors in or Nearing Retirement
Evidence-Based Investment Insights: Your Path to Wise Wealth
Unlock the Power of Smart Investing with RightPath™ Investments & Financial Planning
Are you ready to take control of your financial future? At RightPath™ Investments, we believe in empowering you with evidence-based investment insights to build and preserve your wealth. Our approach is grounded in 70+ years of peer-reviewed research, providing you with the confidence to invest wisely. Here’s a distilled guide to help you understand and apply our key investment principles.
The Secrets for Building Wealth
- Understand Market Pricing:
The market’s collective wisdom sets fair prices based on all available information, so align your strategy to capture returns efficiently and avoid reacting to short-term market movements. - Diversification is Key:
Diversifying your portfolio across various asset classes mitigates risks and ensures a more stable return by managing both avoidable and unavoidable risks. - Evidence-Based Investing:
Ground your investment decisions on robust academic research and focus on proven factors like equity, small-cap, and value premiums to enhance portfolio performance. - Behavioral Finance:
Recognize and manage emotional biases with the help of a financial advisor to ensure your investments align with your long-term objectives and avoid common pitfalls.
Why Choose RightPath™ Investments?
- Expertise and Experience: Led by Steven R. Smith, JD, CFP®, we bring decades of financial planning and investment management experience.
- Customized Strategies: We tailor our evidence-based strategies to meet your unique financial goals and risk tolerance.
- Comprehensive Support: From managing your portfolio to guiding you through market fluctuations, we are committed to your financial success.
Get Started Today
Investing doesn’t have to be complex or daunting. With the right insights and a disciplined approach, you can achieve your financial dreams. Contact us at RightPath™ Investments to learn more about how our evidence-based investment strategies can help you build a secure and prosperous future.
Empower your investment journey with confidence and evidence. Let’s build your path to wise wealth together.
We’re Here to Help
If the Retirement Lifestyle Assessment is something that interests you, or if you just have general questions, we're here to help. Schedule a complementary 30 minute meeting.
In our free introductory session, we’ll discuss:
- What worries you about your financial future
- What it will take to pursue your dream retirement
- How our process and services can bring value to your financial life
Steven R. Smith, JD, CFP®
Founder and principal of RightPath
