Structured Investing In An Unstructured World

At The Creative Planners Group (CPG) we offer a unique, holistic approach to personal financial planning that is multigenerational and custom designed to grow, manage and protect your wealth by focusing on 360 Discovery.

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Various delicious pastries at Galeota near Aveiro, Portugal. My favorite is the one closest. The orangey filling is made up of egg yolk and sugar aka Ovos Moles.

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This graph illustrates the World Stock Market Cap as of 12-31-2012 and emphasizes the need to include international exposure to a globally diversified portfolio.

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This is a helpful video that helps to illustrate taking the emphasis off the financial markets which we cannot control and focuses on your financial goals through smart planning and saving which you can control.  www.cpgplan.com

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Invest in only dividend paying companies?  This video helps to explain why taking the academic approach to investing offers a difference in opinion.

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This video reviews the start of the academic passive investment strategy that Dimensional Funds has pioneered.