What we do / Investment Strategies

Investment strategies help to guide the decisions we make around building a portfolio of investment assets. This strategy may take a number of factors into consideration and may change over time.

What’s next…

At Peninsula Wealth, the investment strategy is customized to the individual. We will help you build an investment strategy with your particular asset portfolio, your risk tolerance, and your long-term investment goals.

Here are a few things we’ll consider when advising on your investment strategy:

Fixed income bonds, ETFs, and mutual funds
How to ensure that your investment strategy is cost effective
Balancing your portfolio according to asset class and risk level
Performance and analytics
Tax minimization strategies
Your unique milestones
Your desire to invest with purpose whether it is socially or environmentally impactful

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Introduction to Compound Interest

As you build your financial plan and make investment and savings decisions, you may be introduced to the idea of compounding interest. For some, compounding interest can feel like magic but essentially, it helps make your money work best for you.
Read on for our introductory guide to compound interest so you can be one who understands it.

What to Know: Presidential Elections & Financial Planning

We all know that politics can be a very volatile endeavor, impacting emotions and plans and day to day life. For many, presidential elections can be overwhelming and cause a lot of concern around the future of their financial planning. The good news? History shows us...

It’s that Time of Year – Open Enrollment Season (Employer Plans)

This post was written by Bob Keane, CFP® – Financial Advisor This is the year I promised myself not to do the same old thing when it comes to open enrollment. Like many others I’m sure, I have always just picked the same health plan as I did the prior year. But open...

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