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Investment Management

One of the best ways to grow wealth is by investing in owning publicly traded or privately held businesses in the form of stocks. Stocks are used to effectively accelerate long-term growth as they’ve been shown to beat inflation over time. However, they are more volatile than other savings vehicles, so it’s important to couple them with other low-volatility methods to ensure short-term financial needs are covered.

At Carey & Hanna, we partner with the knowledgeable financial professionals at Avantax Planning PartnersSM to ensure you plan for long-term financial stability while affording leeway to capitalize on great opportunities. Typically, the team will recommend you have a bucket of ‘safe accounts’ – made up of cash in the bank, bonds, other immediately available funds – as well as ‘growth accounts’ like managed investment advisory or brokerage accounts. This allows you to confidently weather stock market volatility without compromising your security, sanity, or long-term financial success.

Avantax financial professionals are leaders in the industry – with more than two decades of experience collaborating with CPA firms to meet clients’ planning and investment needs. Its team is trained and licensed to manage investments on behalf of our clients – recommending specific funds, ensuring proper allocation and diversification, monitoring performance, and conducting regular rebalancing. And with real estate experts on the Avantax team, property investments could be a valuable part of your portfolio as well.

Ready to use Avantax’s professional advice to your advantage? Complete the form below to schedule a complimentary consultation with our partners.

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*Investments are subject to market risks including the potential loss of principal invested. Asset allocation and/or diversification does not assure or guarantee better performance/profit and cannot eliminate the risk of investment losses in declining markets.