Macro Asset Perspective

Click Here To View Video

Being a leader in the insurance and financial services industry means continually striving for improvement. To keep pace with clients' needs, Think Outside Financial Strategies has access to new products, enhanced product features, expanded quality service, and pioneered new technologies. Breaking new ground is part of our tradition.

At Think Outside Financial Strategies we follow the Macro Asset Perspective® (MAP) Principles.  MAP provides a visual picture of where assets can be placed and why.  MAP Principles offer both Verticle and Horizontal Portfolio Diverfsification as well as giving balance between Pre-Tax and After-Tax Investments..  

 As part of our ongoing effort to add value for our clients, I am certified to offer this unique educational approach to retirement planning called the Macro Asset Perspective®.

Whatever stage of life you are in, whether you are working to grow your assets or your assets are working to provide your retirement income, you are likely to glean value from the principles, processes and strategies found in the Macro Asset Perspective®.
 
The Macro Asset Perspective® helps you implement a balanced approach to your personal accumulation & income combining time-tested principles of risk management with sensible strategies for long-term tax-reduction giving you the potential to increase your net spendable income in retirement.
 
While this process was originally developed for a physician’s network on the west coast and high-tech engineers in the Silicon Valley it has been successfully adopted by people of all walks of life and taught at workshops for employees at a number of Fortune 500 companies.  



Please use the contact us button to e-mail us.
 

 

 

Calculators

Newsletters

  • Chained CPI and Your Taxes

    One change made by 2017 tax legislation, a new way of measuring inflation, may have a significant effect on individual taxpayers over the long term.

Subscribe to our Newsletter

Market Watch

Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 25,745.67 -0.55%

[ Markets | Charts | Quotes | Portfolio ]

Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.