Taking a Holistic Approach to Retirement – Accelerated Wealth, LLC Discusses Their Strategy with S&P Dow Jones Indices

April 17 14:32 2019
Taking a Holistic Approach to Retirement - Accelerated Wealth, LLC Discusses Their Strategy with S&P Dow Jones Indices

Colorado Springs, Colorado – April 17, 2019 – Accelerated Wealth, LLC (“AW”) recently sat down for an interview with Shaun Wurzbach, Global Head of Financial Advisor Channel for S&P Dow Jones Indices (SPDJI). AW’s Founder and CEO Bill Walton, and President Justin Ross were invited to SPDJI’s corporate headquarters in New York City to discuss AW’s approach to utilizing indexing to help with building our client’s financial plans. S&P Dow Jones Indices is the largest global resource for essential index-based concepts, data and research, and home to iconic financial market indicators, such as the S&P 500® and the Dow Jones Industrial Average®. 

You can view this discussion here: https://www.youtube.com/watch?v=q3tgVkBAl5E

“When AW was established 10 years ago, we were in the midst of a major global bear market where even the traditional diversified investment portfolios experienced significant declines of up to 50 percent in value,” said AW’s Founder and CEO Bill Walton. “We realized then that the investment approach for pre-retirees and retirees required adjustment especially to manage downside risk. Loosing portfolio value is particularly challenging for those clients already in retirement. Our clients made it clear that they wanted predictable and consistent investment returns in order to grow their portfolios over time and to do proper income planning for retirement. Our active management approach aims to get competitive returns with reduced volatility though the use of a proven strategy governed by objective rules.”

“History also suggests that one of the primary enemies of an investor is their own emotion,” said AW President Justin Ross. “AW overcomes our clients’ inherent biases by using rule-based approaches to portfolio management based on our beliefs and core concepts. This includes blending multiple non-correlated strategies into a portfolio that has the benefit of providing the majority of returns of the base strategies while reducing overall volatility. Rule-based approaches work well with indexing and help our clients achieve smoother investment outcomes especially in volatile markets.”

Bill Walton also recently appeared on the Financial Advisor Channel for S&P Dow Jones Indices with Peak Capital Management’s Principal and Chief Compliance Officer Geoff Eliason to discuss the importance of a diversified approach to risk management in retirement strategies. 

You can view this discussion here: https://www.youtube.com/watch?v=SJ8fAnUow7Y

About Accelerated Wealth (AW)

Accelerated Wealth, LLC is a Colorado Springs based wealth strategy firm dedicated to providing effective strategies to help its clients make wise financial decisions. AW’s business practices and culture are driven by its core values of faith, integrity, relationships, vision, excellence and being coachable. Since its founding in 2008, AW has grown from its home office in Colorado Springs to 9 offices located in four states including additional Colorado offices in Centennial, Durango, La Junta and Pueblo, and more than xx employees.

AW collaborates with community groups for a greater purpose and donated $300,000 to charitable organizations in 2018. AW has received gold and silver awards for Best Financial Planner by The Gazette for its annual “Best of the Springs” survey over the past four years.

Bill Walton and AW Co-Founder Chris Abeyta co-host the “Accelerated Wealth Radio Show” which broadcasts on the largest talk radio station in Colorado Springs. Listen to AW Radio on 740KVOR every Saturday and Sunday from 9 a.m.-10 a.m.

For more information please visit www.acceleratedwealth.com or https://www.facebook.com/AcceleratedWealthColoradoSprings/


Accelerated Wealth, LLC
Your Wealth Strategy Firm
Sloane Herman, 719-466-5639 
Client Relations Manager & Event Coordinator
[email protected]

Advisory services are offered through Accelerated Wealth Advisors, LLC, a SEC Registered Investment Advisor. Accelerated Wealth, LLC and Accelerated Wealth Advisors, LLC are affiliated entities. Neither Accelerated Wealth, LLC nor Accelerated Wealth Advisors, LLC provides legal or tax advice. The information contained herein is obtained from sources deemed to be reliable. Accelerated Wealth Advisors, LLC cannot be responsible for the accuracy of the information being presented

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