Wiser Wealth Management, Inc has partnered with ASA ALPA to offer an annual 401k workshop. In this workshop, we teach the basics a 401k participant should know about building a portfolio to meet their objectives. From these workshops, we often get followup questions. It is our commitment to the Express Jet pilots and flight attendants to offer unbiased FREE 401k advice. Wiser Wealth consistently monitors the 401k plan choices for changes in fees, managers, portfolio changes and unusual performance. From this knowledge, we can give you our recommended portfolio allocations. Why is this free? Casey Smith, president of Wiser Wealth Management, is a retired Captain from Express Jet and works with the ALPA Retirement and Insurance Committee. He is using his resources to help Express Jet employees have a better understanding of investing for the long term, thus improving their retirement portfolios.
The following asset allocation models were created by using Morningstar risk benchmarks altered to fit the individual funds within the plan. The funds were chosen by analyzing long term performance, standard deviation, sharpe ratio and alpha. We strongly recommend that you speak with Casey Smith, ASA Alpa R&I 401k Specialist to discuss your investment objective and risk tolerance prior to using these models. Wiser Wealth Management 678.905.4450 Ext 1
MODEL PERFORMANCE & RISK ANALYSIS – as of 12/31/2014
The following reports show the performance of the Wiser recommended risk adjusted models seen above. There is a lot of information within these reports that are important to portfolio building. Please call our office if you have any questions.
The 401k workshop is held each year in February or March. Class sizes are limited to 50 and usually run about three hours. In the past, we have offered a class during the weekday and one on the weekend. In case you missed it, here is a presentation for your review. Click on the image to the left. CAUTION file size in 13 MB.
Working with a financial planning firm that understands your life makes planning for your future much easier. Our team, made up of a financial planner, CPA, portfolio manager and estate planning attorney all understand your career in aviation. Skip the explaining yourself step and move right into fee only unbiased financial advice. Wiser Wealth extends a substantial discount to our normal planning fees for Express Jet Employees.
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Our research saw this back in 2004, which is why we started using all index funds to manage client assets. This... http://t.co/nSow5TWT6T
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