Free Guide · 11 pages
Investment Management
A practical guide to how portfolios are built, owned and maintained, written for individuals and families planning for retirement.
About This Guide
Start With the Plan, Not the Portfolio
Most people who build wealth never set out to become investors. They save through a 401(k), add to an IRA, perhaps inherit an account or sell a home, and over the years a collection of accounts takes shape. This guide walks through the decisions that matter, in the order we usually discuss them with clients.
What's Inside
What You'll Find
- Start with the plan: goals, time horizons and how much volatility you can live with
- Asset allocation and diversification, and the concentration risk many investors overlook
- The risks that matter, including inflation and the sequence of returns
- Costs, taxes and where assets are held
- Rebalancing and what good ongoing oversight looks like
- Investing through retirement, and habits that help you stay the course
- Ten questions to ask any investment advisor, and a one-page checklist
Who It's For
- Investors who want to understand how a portfolio should be built and maintained
- People comparing advisors who want better questions to ask
- Retirees and near-retirees thinking about how to invest while drawing income
Common Questions
About This Guide
No. It is general educational information, not personalized investment, tax or legal advice. Investing involves risk, including the possible loss of principal.
Yes. Enter your name and email and you can download the PDF. We may follow up to see if it was helpful and to offer a conversation, and you can tell us if you would rather we did not.
No. The questions in the guide apply to any advisor, including us.
Prefer to Talk It Through?
Request a Complimentary Consultation
A conversation about your goals and how we may be able to help, with no obligation.
This guide is general educational information, not individualized investment, tax or legal advice, and is not an offer to buy or sell any security. Investing involves risk, including possible loss of principal. Radius Wealth Management LLC is a Registered Investment Adviser. Registration does not imply a certain level of skill or training. 1 Marina Park Drive #1410, Boston, MA 02210.