Is Your Financial Planning Inspired By Life’s Desires?

Report Summary:
An effective financial plan allows you to explore meaningful life goals while considering the safety nets and foundations required to adjust to a wide range of likely outcomes.

Commit A Rational Act: Get In Bed With Uncertainty

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In the face of inevitable uncertainty, what guidelines exist to navigate the asset allocation minefield as both powerful and subtle forces impact the managers in your portfolio? By building a reliable dynamic portfolio of managers driven by your adaptation of the three R’s real options, reliability and robustness, you will no longer languish in the world of modern portfolio theory-based allocations that chase hot-dot managers whose time has passed.

The Age of Responsible Empowerment

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Retirement 401(k) plan sponsors face heightened levels of fiduciary accountability. This responsibility requires the expertise to make conflict-free plan decisions in the best interest of plan participants. Plan fiduciaries are best served by platforms that deliver open fund architecture, full disclosure of plan expenses, refunds of mutual fund credits to avoid selection conflicts, and professionally managed accounts for those participants interested in investment assistance.

VALUE and VALUATION FOCUSED INVESTING AS PRACTICED BY CARDINAL CAPITAL MANAGEMENT, INC.

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In the search for superior returns, investors have tried many approaches. Most have been disappointing because they fail to deliver expected higher returns or only work for brief periods or under special circumstances. On the other hand, the value approach to investing has produced better than market results over many decades in both academic tests and professional use.

Is Your Life for Money or Your Money for Life?

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We are the most prosperous people on earth and yet most of us experience some sort of anxiety over money. Those who have little are worried that they do not have enough and are convinced that everything would be better if only they had more. People with money worry that they will lose what they have, or fret that they are making wrong decisions with their money, or that they are making wrong decisions with their lives because of their money.