Scott A. Bishop | Source | Partner and Managing Director at Presidio Wealth Partners
Scott A. Bishop
Scott co-founded Presidio Wealth Partners in 2023. He has worked in the financial services industry since 1995. Throughout his career, Scott has focused on customizing the financial planning process to identify specific estate, business succession, investment and retirement strategies for individual clients and their businesses. Presidio's team utilizes a very comprehensive and customized approach that helps to ensure that our clients' planning and investment opportunities are identified and correctly focused on now and into the future.
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Presidio Wealth Partners (https://presidiowp.com/scott-bishop.html)
Partner and Managing Director
started Jun 2023 -
Avidian Wealth Solutions (https://avidianwealth.com/)
Executive Director of Wealth Solutions
Apr 2014 – Jun 2023
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For tax-efficient, customizable investments, try a private portfolio
SMAs are private portfolios overseen by professional managers in which funds are not commingled and investors can monitor purchases.
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Investors risk missing additional market gains if they sell now
Investors who try to time the market can end up stuck on the sidelines when stocks surge.
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It’s not like the income tax is going away by deferring the RMDs. It just allows the tax bill to grow even bigger.
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I suggest they perform a Portfolio Stress Test. Part of that is to see how your portfolio strategy and holdings would perform under historical volatile situations.
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The “sweet spot” is in short-term maturities (six months to two years). That is because an investor can get paid decent interest temporarily while evaluating longer-term stock or bond opportunities.
