Understanding Wealth Preservation
Wealth preservation refers to protecting and maintaining your financial assets to ensure long-term stability and growth. This practice is important for minimizing risks such as market volatility, inflation, and economic uncertainties that can diminish the value of your investments over time. Effective wealth preservation not only attempts to protect your current financial standing but also positions you for sustainable growth in the future.

Typical Strategies for Wealth Preservation

• Risk Mitigation: Seek a disciplined investment strategy that aims to preserve wealth, reduce anxiety, and combat poor investment decision-making.
• Diversification: Spread investments across various asset classes.
• Tax-Advantaged Accounts: Use IRAs and other tax-efficient vehicles to help minimize tax liabilities.
• Regular Review: Continuously assess and adjust your investment portfolio.

Learn More

• Explore our comprehensive wealth management strategies.

• External Link to IRS Guide on Tax-Advantaged Accounts: Understand how to leverage tax-advantaged accounts for better wealth preservation.

People Also Asked

1. What are the best strategies for preserving wealth?
   • Key strategies include diversification, using tax-advantaged accounts, estate planning, and regular portfolio reviews.
2. How can I protect my investments from inflation?
   • Prioritizing equities in your wealth preservation investment strategies can help protect your investments against inflation.
3. What is the difference between wealth preservation and wealth accumulation?
   • Wealth preservation focuses on protecting existing assets, while wealth accumulation emphasizes growing your wealth through investments.
4. How often should I review my wealth preservation strategies?
   • It’s recommended that you review your preservation strategies at least annually or after significant life changes to ensure they continue to align with your current financial goals and objectives.

Investment involves inherent risks. Individual results may vary. Consult with a qualified financial

professional for personalized advice.

This page is for informational purposes only. For more information about Horizon’s investment

advisory services, please go to horizoninvestments.com