EWM "Bucket Approach"
At Endeavor Wealth Management we believe you should have different assets allocated to different strategies to perform different functions. Some assets are designed to deliver income, some are designed to provide diversification and dampen volatility, some are designed for long term growth. It is important to segregate your assets into different buckets such as "No Volatility", "Low Volatility" and "Long Term Growth" in order provide the necessary balance of preservation and growth to insure that your retirement needs are met today and tomorrow. Clients will spend 20, 30 even 40 years in retirement, thus can not afford to forego growth with all of their assets. At the same time you can't risk having all of your retirement assets exposed to the volatility of equity markets. Every client is unique and depending on their dreams, goals, objectives, resources and risk tolerance, we can assist a client in deciding the resources that need to be dedicated to each bucket to insure their financial needs are met both today and tomorrow.