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Empirical Evidence of Stocks

by | Aug 29, 2019 | Behavioral Finance, Wealth

What stops you from owning a 100% stock portfolio all your life? EMOTION and BEHAVIOR.  Yes, I understand that as you get closer to “retirement” that you could have volatility and your portfolio can go down, temporarily.  Drawdowns do matter.  Taking...

The Average Arizona Retirement

by | Aug 22, 2019 | Personal Finance, Retirement

Would you quit your job today for a fixed income of $60,500 per year?  According to John Csiszar, of GoBankingRates, a comfortable Arizona Retirement costs $60,503 per year. See our hypothetical budget of a retired couple with a mortgage-free $350,000 home and a...

The 3% Buyer’s Agent Commission

by | Aug 19, 2019 | Fiduciary, Information Asymmetry

Information asymmetry is one of the biggest contributing factors to financial mishap.  In the financial services sector, structure and incentive compound this information gap.  The word “Fiduciary” often gets thrown around as the Fiduciary Ruling was one of...

About Life Managed

The material on the website has been distributed for informational purposes only. The material contained in this website is not a solicitation to purchase or sell any security or offer of investment advice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. Past performance is not a guarantee or a reliable indicator of future results. Investing in the markets is subject to certain risks including market, interest rate, issuer, credit and inflation risk; investments may be worth more or less than the original cost when redeemed. No part of this website may be reproduced in any form, or referred to in any other publication, without express written permission.

Dynamic Wealth Advisors provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Dynamic Wealth Advisors is not responsible for errors or omissions in the material on third party websites and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.

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Thanasi Panagiotakopoulos and Ben Fredlake, CFP® are investment advisor representatives of Dynamic Wealth Advisors dba LifeManaged. All investment advisory services are offered through Dynamic Wealth Advisors. You can learn more about us by reading our ADV. You can get your copy on the Securities and Exchange Commission website. See https://adviserinfo.sec.gov/IAPD by searching under crd #151367. You can contact us if you would like to receive a copy.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Thanasi Panagiotakopoulos

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