Resources

It took less than nine minutes on Friday, August 26th for Fed Chair Jerome Powell to whip the financial markets into shape, making it clear that the central bank was not done with its rate hikes yet.

All labor that uplifts humanity has dignity and importance and should
be undertaken with painstaking excellence.
– Martin Luther King Jr. –

Enjoy your day with family and friends this Labor Day, September 5, 2022.

RTDNA and NEFE Personal Finance Reporting Award Winner Bob Powell interviews CEO Sean Hanlon on FinStream TV about the state of the current economy and other contemporary financial services issues. Bob is the editor/publisher of TheStreet Retirement Daily, and hosts this program titled “Portfolio Perspectives” on FinStream a web based financial services channel. #financialservices #retirementplanning…

Sean Hanlon appears on Beyond The Ordinary Podcast Recently, our CEO Sean Hanlon appeared on the “Beyond the Ordinary” podcast with host Tommy Martin. The topics were the importance of tactical strategies in wealth management and launching a contemporary advisory firm to meet the needs of today’s consumer. Click here to listen to podcast

Vestbridge is a privately owned, independent investment firm based on many years of advisory experience. Simply put, “Vestbridge” refers to a strategic plan utilizing smart, personalized investment management as a bridge to financial freedom.

Our founder, Sean Hanlon, has four decades of helping individuals and families with their retirement and wealth-management needs. He learned that clients need solutions that go well beyond what most financial services companies offer. He founded Vestbridge on the belief that there’s a better way.

Today, Vestbridge helps clients build smart, personalized investment plans based on their values, goals, and stage in life. More broadly, we strive to help all investors gain a greater understanding of the complex factors that impact their financial situation.

Building your bridge to financial freedom starts now…

Vestbridge is a privately owned, independent investment firm based on many years of advisory experience. Simply put, “Vestbridge” refers to a strategic plan utilizing smart, personalized investment management as a bridge to financial freedom.

Our founder, Sean Hanlon, has four decades of helping individuals and families with their retirement and wealth-management needs. He learned that clients need solutions that go well beyond what most financial services companies offer. He founded Vestbridge on the belief that there’s a better way.

Today, Vestbridge helps clients build smart, personalized investment plans based on their values, goals, and stage in life. More broadly, we strive to help all investors gain a greater understanding of the complex factors that impact their financial situation.

Education is a cornerstone of Vestbridge’s mission to help all investors protect and grow their wealth. Therefore, we created this smart, personalized guide to answer questions you may have about two popular investment tools: 401(k)s and IRAs.

First, we’ll start by sharing 8 common reasons why 401(k)s and IRAs fail even for savvy investors. Then, we’ll provide 9 tips to achieve risk adjusted performance. Let’s jump right in.

What MORE will you accomplish over the next 10, 20, 30, 40 or 50 years?

You’ve worked hard your whole life to set yourself up nicely for retirement. And you probably have some big ideas for what you want to accomplish…

For example, do you want to be in the position to buy a vacation home? Or do you hope to travel the world? Maybe you’d like to set up a college fund for your children or grandchildren? Or maybe you want to give to a cause close to your heart?

The possibilities for how you can fill your days in retirement are endless.

Plan for tomorrow, so you can fully enjoy today

As someone with considerable savings, you’ve worked hard your whole life to build a sizeable nest egg for you and your family. And you probably have some big ideas for what you want to accomplish in the second half of your life…

For example, do you want to be in the position to buy a vacation home? Or do you hope to travel the world? Maybe you’d like to set up a college fund for your children or grandchildren? Or maybe you want to give to a cause close to your heart?

But here’s the challenge…

What you choose to do TODAY with your assets will strongly determine how many of these goals you can realistically achieve. And frankly, as an investor with significant savings, you can’t expect that a traditional savings plan can get you there.

And that’s where Vestbridge comes in…

At Vestbridge, we have many years of combined experience helping investors with significant savings achieve risk adjusted results in the stock market. And we’ve learned a thing or two along the way about how to:

• Manage your taxes with “Direct Indexing”

• Capitalize on global markets

• Weather short-term fluctuations in the market

• Leverage technology to spot emerging trends in the market

We put together this guide to share with you 10 of the most important investing principles we believe can help you achieve greater peace, happiness and prosperity in life.

We hope you enjoy it!