Key Takeaways

As you craft your comprehensive retirement plan in conjunction with your planning and wealth advisory team, your primary focus should remain on factors within your control.

Picking individual stocks and bonds may improve investment returns over longer periods of time (they have for our clients), yet the most consequential decisions are related to your asset allocation and saving-spending balance. Long-term success for your investments generally boils down to spending less than you make and investing the difference over a long period of time.

From time to time, be sure to assess the factors that are somewhat or completely out of your control but your primary focus should remain on the factors within your control.

Retirement Questions

TPS Wealth Foundations - Your Retirement Equation

Kovitz Investment Group Partners, LLC (“Kovitz”) is an investment adviser registered with the Securities and Exchange Commission. This report should only be considered as a tool in any investment decision and should not be used by itself to make investment decisions. Opinions expressed are only our current opinions or our opinions on the posting date. Any graphs, data, or information in this publication are considered reliably sourced, but no representation is made that it is accurate or complete and should not be relied upon as such. This information is subject to change without notice at any time, based on market and other conditions. Past performance is not indicative of future results, which may vary.