Brent Weiss | Source | Co-Founder & Chief Evangelist (CEVO) at Facet Wealth
Brent Weiss
As a founding member of Facet Wealth, Brent brings over a decade of experience as a financial planner to support Facet’s mission of making high-quality financial advice more affordable and accessible to families that need it most. As chief evangelist, Brent guides the vision of Facet’s financial life planning experience, ensures consistent brand messaging internally and in the industry, and acts as a champion and advocate for the financial planning profession.
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Facet Wealth
Co-Founder & Chief Evangelist (CEVO)
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This Social Security strategy could save you $250,000 in retirement
Potentially millions of retirees missed out on up to $250,000 in retirement, according to a recent study, because of this one “major financial mistake.”
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What Is A Fund Of Funds?
A fund of funds is an investment vehicle that invests in mutual funds, exchange-traded funds (ETFs) or even hedge funds. When you invest in a fund of funds, you get an entire diversified investment portfolio at once, featuring broad exposure to many different asset classes with less risk involved.
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‘A Struggle for the Millennials’
If you’re in this generation, you’ve faced two financial crises before age 40 — and you probably have the depleted (or zero) retirement fund and higher debt to show for it.
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Automate savings everywhere you can. What we typically do is spend first and try to save what’s left. Pick some amount that can work for you, save first and automate it.
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In this strategy, there is a specific stock to bond weighting, like 60/40 or 80/20. A portfolio manager then selects the underlying mutual funds that comprise the stock or bond allocation.
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Assume you have one annuity that requires an investment of $100,000 and pays you $5,000 a year, but another that requires an investment of $100,000 and pays you $10,000 a year. In this scenario, the first is more expensive as you have to pay more money to receive a dollar of income, and therefore what if you could sell one and instead buy option 2?
