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.

Ending the Year Strong: Q4 Financial Planning Priorities

If you’re like most folks, you may not spend a lot of active time thinking about your financial plan between meetings with your planner - but we know that regular check-ins also help to keep you on track and on goal. As we prepare for Q4, here are a few easy to make...

Financial Planning 101: Insurance

It’s a common misconception that financial planning is limited to income and expenses when in reality, a good financial plan takes into consideration all aspects of your life that could impact your net worth, any risks that exist towards your financial wellbeing, and...

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