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Investment Management

Our Framework

Our Framework

Crafting a sound investment strategy is paramount for a successful and secure retirement, and at Haynie Wealth Management, we are here to guide you through the process. Investing in retirement requires a thoughtful approach that balances growth with risk management.

Our expert team considers your unique financial goals, risk tolerance, and time horizon to create a personalized investment plan tailored to your needs. Whether it's building a diversified portfolio, considering income-generating assets, or adjusting risk levels as you transition through retirement phases, we focus on aligning your investments with your long-term objectives. With a keen eye on market trends and a commitment to staying informed, we aim to optimize your portfolio for both stability and growth. Let us be your partners in navigating the complexities of retirement investing, ensuring your financial future is robust and well-positioned for the years ahead.

You May Be Wondering:

  • What can I do to Minimize Taxes from my retirement accounts?
  • How should I Adjust my investment strategy as I transition into retirement?
  • What level of Risk is appropriate for my portfolio in retirement?
  • Are there specific investment that are more suitable for Retirees?
  • How can I generate Reliable Income during retirement?
  • What is the optimal allocation to properfly Diversify my portfolio?
  • What is a Qualified Charitable Distribution (QCD), and can it help lower my taxes?
  • How often should I Review and Rebalance my investment portfolio in retirement?
  • What strategies can I employ to protect my investments from Market Volatility?
  • Are there options for leaving a financial Legacy for my heirs through strategic investment planning?

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Our Principles of Investment Management

Seeing the Big Picture

When we work with you to build your portfolio, we incorporate your values and goals into your investment strategy. For example, our Environmental, Social, and Governance (ESG) options provide a chance to align personal values regarding the environment, gender, and even corporate governance with your choice of investment strategy.

Managing Risk

Every investment comes with a certain level of risk, but we always work to assure the risks in your portfolio are worth taking. That’s why our investment team uses a framework centered around risk allocation and offers both active and passive investment strategies. This allows us to build a portfolio that aligns with both your needs and market expectations.

Staying Ahead of the Game

While the economy is ever-changing, monitoring key indicators has historically provided a reliable guide to recognizing patterns in the markets. That’s why our investment team constantly tracks market data – it allows us to customize your portfolios so they’re ready for wherever the economy is headed next. We conduct quarterly check-ins to see how your investments are working and to ensure your goals are being met.

Practice Smart Diversification

We’ll work with you to build a diversified portfolio that can grow and change as you do. Our investment team offers a “Core-Satellite” approach, in which core investments (comprised of U.S. stocks, U.S. fixed income and developed market international equities) could establish a broad foundation for your portfolio, and satellite investments (such as emerging markets, real estate securities and high-yield bonds) could create opportunities that cater to your specific needs.