Fact Sheet - Understanding Wealth Creation
There are many ways to create wealth.
One of the most common strategies is investing regularly in a retirement saving plan. Some of the typical strategies in retirement planning might include the buying and selling of securities, mutual funds, ETFs as well as portfolio diversification and tactical asset allocation.
Most of these strategies involve some degree of risk. For example, diversification could decrease the risk of loss in a portfolio, but depending on the asset classes chosen, a sudden market correction could negatively impact overall returns. Market timing is perhaps one of the riskiest strategies as well.
The INTEGRIS PPP offers specific **risk-‐free **ways of creating wealth. The most common are listed below:
Each of these drivers of value creation are not related to stock market volatility and generate larger tax refunds or new flows of monies for the pension fund or its corporate sponsor. While taking risks to chase returns is a strategy followed by many, the PPP clients can reduce their risk and increase their wealth by enjoying the superior tax advantages of a pension plan instead.
Fact Sheet - Why Pay for Fiduciary Oversight?
Ensuring a secure source of income in retirement is an important goal. While many options exist within the financial services landscape, it is difficult to know whether service providers retained are bound to act in your best interest or whether the general rule of ‘buyer beware’ applies.
Financial advisor Susan Mallin reviews PPPs in this article