Walsh Asset Management

read moreWelcome to our website -- an information resource designed to help you learn more about investing and retirement planning. Click around and you'll find a variety of financial tools. There are Financial Calculators that can help you get a clearer picture of where you stand and where you're headed in your retirement journey. In our resources area, there are Articles, Videos and Presentations on a wide range of financial topics. There are also Tax Resources and a Glossary of investment terms. Check back often, because we're constantly adding new material.

read moreOne of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.

read moreWe use a consistent investment process that takes the current day emotion out of investment management. We have developed a template that is customized for each client based on their particular situation. This template consists of up to fourteen fund categories that may be included in a portfolio. How many of these categories are used and in what proportions is based on each client's strategic plan and current valuation levels among these categories? Within the equity component, allocations are made based on based on market capitalization (large, mid and small), style (growth versus value), and location (domestic versus foreign, developed versus emerging).