When you’re in your 20s, 30s, or 40s, handling your own investments might seem straightforward. With countless online tools, apps, and resources available, the idea of DIY investing is tempting. However, building substantial wealth, preparing for retirement, and ensuring long-term financial security require more than basic market knowledge—they demand a suitable approach, ability to think long and stay the course, trend identification (and which trends to avoid), emotional poise, consistent attention, and expertise. This is where Arena Investor comes in, as a teammate, offering professional investment management that can significantly impact your financial success.
Make Your Money Work for You
Enjoy professionally designed portfolios that align with your Investor Profile – your goals, time horizon, risk tolerance, and other important factors. Arena Investor is ready to serve the busy professionals who know their money needs more attention but don’t have the time, or simply want better work-life balance.
In this article, we’ll explore what investment management is, why partnering with Arena Investor is worth considering for young professionals, and how our approach can help you build wealth, prepare for retirement, and secure your financial future—without making any false promises of guaranteed returns.
What Is Investment Management?
Investment management is the professional handling of various financial assets—such as stocks, bonds, and real estate—with the goal of growing your wealth over time. At Arena Investor, our investment managers are responsible for developing personalized investment strategies, executing trades, and monitoring your portfolio to ensure it aligns with your financial goals.
For those in their 20s, 30s, and 40s, this is especially important because the financial decisions you make now will shape your future wealth and retirement security. While it’s possible to manage your own investments, the expertise, experience, and strategic oversight provided by Arena Investor can optimize your investments and help you navigate the inevitable market volatility.
Why Arena Investor’s Management Is Worth It
1. Suitable Strategic Planning
One of the most significant advantages of working with Arena Investor is our professionalism. Our investment managers are all qualified Investment Advisor Representatives (IARs) registered with the SEC or States and bring extensive knowledge of the markets, asset classes, and economic trends to the table. We use this knowledge to ensure your portfolios align with your unique goals, risk tolerance, and time horizon.
For example, if you’re 35 years old and aiming to retire at 65, Arena Investor might recommend a diversified portfolio with a mix of equities for growth and bonds for stability. In the early years, a larger portion of your portfolio might be allocated to stocks to capitalize on potential returns, gradually shifting to more conservative investments as you approach retirement. This strategic planning is designed to optimize your financial outcomes over time.
2. Risk Management
Investing inherently involves risk, but Arena Investor helps you manage that risk effectively. We do this by diversifying your portfolio across different asset classes and industries, reducing the impact of market volatility.
For instance, during the 2008 financial crisis, many DIY investors experienced significant losses because their portfolios were overly concentrated in sectors like real estate or financial stocks. At Arena Investor, we can diversify your investments to include international stocks, bonds, and commodities, mitigating such risks. This diversification leads to a more stable investment experience, even during challenging market conditions. In fact, those challenging market conditions can become excellent buying opportunities when your portfolios are professionally made-ready to capitalize on the opportunity.
3. Behavioral Guidance and Emotional Discipline
Investing isn’t just about numbers—it’s also about managing emotions. Market volatility can trigger fear and impulsive decisions, like selling off assets at the worst possible time. Arena Investor provides the emotional discipline needed to stay the course during turbulent times.
For example, consider the stock market drop in March 2020 at the onset of the COVID-19 pandemic. Many investors panicked and sold their stocks at a loss. However, those who stayed invested saw significant recovery in the months that followed. Arena Investor can help prevent emotional reactions that could harm your long-term financial goals by encouraging a disciplined, long-term perspective.
4. Time Efficiency and Focus on Your Life
Managing investments can be time-consuming. For young professionals juggling careers, family, and other responsibilities, keeping up with market trends and adjusting your portfolio can be overwhelming. Arena Investor takes this burden off your shoulders, allowing you to focus on what matters most in your life.
If you’re 20, 30, 40 years old, advancing in your career, and raising a family, you might not have the time to research stocks, monitor your portfolio daily, or rebalance your investments regularly. Arena Investor handles these tasks for you, ensuring your portfolio is managed efficiently without your constant market monitoring.
5. Tax Efficiency
Taxes can significantly impact your investment returns, but Arena Investor can help minimize this impact through tax-efficient strategies. This might include tax-loss harvesting, where losing investments are sold to offset gains and reduce your overall tax bill, or strategically placing investments in tax-advantaged accounts like IRAs or 401(k)s.
For example, if you’re earning a high income in your 30s and concerned about taxes, Arena Investor might advise maximizing contributions to your 401(k) to reduce taxable income now while allowing your investments to grow tax-deferred.
6. Long-Term Wealth Building and Retirement Planning
At Arena Investor, our ultimate goal is to help you build wealth over the long term and prepare for a comfortable retirement. We regularly review and adjust your portfolios to ensure it remains aligned with your evolving life circumstances and market conditions.
For instance, if you’re in your 20s, we might focus on aggressive growth strategies, taking advantage of your long time horizon to invest in higher-risk, higher-reward assets like small-cap stocks or emerging markets. As you leave your 40s, the strategy might shift to include more bonds or dividend-paying stocks to provide income and stability as you approach retirement. This can be especially good for individuals seeking FIRE (Financial Independence, Retire Early).
While it’s important to note that no investment manager can guarantee specific returns, Arena Investor’s strategic approach, vigilance, and emotional poise can increase your chances of achieving your financial goals.
Examples of Arena Investor’s Management in Action
To illustrate the value of investment management with Arena Investor, let’s consider a few scenarios:
- Scenario 1: Diversification for Stability:
Imagine you’re 32 years old with a portfolio primarily invested in tech stocks. Arena Investor might suggest diversifying into sectors like healthcare, consumer goods, and international markets to reduce risk. Over time, this diversified approach could protect your portfolio from significant losses if the tech sector experiences a downturn. This is especially important if your income comes from a tech- or tech-reliant company.
- Scenario 2: Tax-Efficient Investing:
Suppose you’re a 45-year-old with a high income. Arena Investor might recommend strategies like tax-loss harvesting or investing in tax-advantaged accounts to minimize your tax liability. These strategies could save you thousands of dollars in taxes, increasing your overall returns.
- Scenario 3: Retirement Planning:
If you’re 28 years old with plans to retire at 50, Arena Investor could create a long-term strategy that focuses on growth in the early years and gradually shifts to more conservative investments as you approach retirement. This strategy helps ensure that you have a robust nest egg when you’re ready to retire.
It’s important to note that retirement is not just a function of investments, but also your monthly and annual expenses, so our Financial Planning services (here) are a critical part of the whole equation. It is important to approach this comprehensively.
Built for The One in the Arena
Arena Investor is on a mission not only to help with financial planning, and investment management, but also with education. Keep reading, watching, following, and sharing great Arena Investor content. And as always if you want professional advice, we are glad to be your teammate – along a financial journey you can actually enjoy.
You’re the Hero.
We’re the Guide.
Morning Market Preview for September 5, 2024
Good morning, Heroes!
Here’s your Morning Market Preview for September 5, 2024
Read, or listen relaxingly for a few minutes – whichever you prefer!
Key Economic Reports:
- ADP Employment Report at 8:15 AM ET will offer insights into private sector job growth, setting the stage for Friday's Non-Farm Payrolls.
- Initial Jobless Claims at 8:30 AM ET, alongside Productivity and Costs, will provide a snapshot of the labor market's health.
- S&P Global Services PMI at 9:45 AM ET and ISM Services PMI at 10:00 AM ET will gauge service sector activity, crucial for economic recovery insights.
5 Key Earnings Reports Today:
- Broadcom (AVGO):
- Importance: Reflects semiconductor demand, particularly for AI and data centers.
- Expectations: Analysts predict a 46% year-over-year revenue increase but a decline in net income.
- NIO (NIO):
- Importance: Key for EV market trends, especially in China.
- Expectations: Strong financial results with record deliveries expected.
- FuelCell Energy (FCEL):
- Importance: Insights into clean energy tech, impacting future energy solutions.
- Expectations: Focus on operational efficiency and new project announcements.
- Samsara (IOT):
- Importance: Indicates IoT adoption across industries.
- Expectations: Growth in subscription services and customer base expansion.
- Smartsheet (SMAR):
- Importance: Reflects demand for collaborative work management software.
- Expectations: Continued revenue growth, insights into AI tool adoption.
The Fed:
- No direct actions today, but market participants will dissect economic data for hints on future rate decisions. The next FOMC meeting is scheduled for September 17-18.
Stocks:
- Markets are cautiously optimistic after recent volatility, with tech stocks in focus due to earnings.
Bonds:
- 2-Year Treasury Yield Opened at: 3.75%
- 10-Year Treasury Yield Opened at: 3.755%
- Bond yields are closely watched as economic data could sway inflation expectations and Fed policy predictions.
Crypto:
- Bitcoin (BTC): in the $57,000 - $58,000 range, up 34.76% this year.
- Ethereum (ETH): in the $2,300 - $2,400 range, down from its 50 day moving average of $2972, up 4.46% this year.
- Top gainers last week included smaller cap altcoins like Solana and Cardano, showing a rotation towards high-risk, high-reward assets.
Gold:
- Opened at: $2,495 per ounce, up 22.08% this year.
- Gold prices rose, often seen as a safe-haven investment during times of economic uncertainty or when inflation fears rise.
Real Estate:
- The current 30-Year Fixed Mortgage Rate: 6.38%, down 4.35% this year.
- While not directly reported today, real estate markets are influenced by interest rates, which are closely tied to the Fed's actions and economic indicators like employment.
Geopolitical Aspects:
- No major geopolitical events directly affecting markets today, but ongoing global tensions could always influence investor sentiment.
Worldwide Market News:
- APAC markets showed mixed results, with a cautious approach ahead of U.S. economic data, indicating a globally interconnected market sentiment.
And that’s your Morning Market Preview for the day. As always, we wish you a happy, healthy, and fruitful day!
Built for The One in the Arena
Arena Investor is on a mission not only to help with financial planning, and investment management, but also with education. Keep reading, watching, following, and sharing great Arena Investor content. And as always if you want professional advice, we are glad to be your teammate – along a financial journey you can actually enjoy.
You’re the Hero.
We’re the Guide.
Morning Market Preview for September 24th, 2024
Arena Investor is modern planning and investing built for the busy, hardworking professionals who know their money needs more attention but don't have the time, or simply want better work-life balance
Good morning, Heroes!
Here’s your Morning Market Preview for September 24th, 2024
Read, or listen relaxingly for a few minutes – whichever you prefer!
Key Economic Reports
- At 9:00 am S&P Case-Shiller Home Price Index reports for 20 cities, giving insight into housing markets in those areas.
- At 10:00 am the Consumer Confidence report drops, which gives insights into consumer sentiment and concerns. The Consumer Confidence report is anticipated with an expected index of 103.8, reflecting slight optimism in consumer spending intentions. This data, crucial for market sentiment, comes amidst a backdrop of economic recovery signals, influencing sectors like retail and consumer goods.
Key Earnings Reports & Events Today
- KB Home, Progress Software Corp, Stitch Fix, and Worthington Industries all report today.
- Boeing’s strike continues, and the company has furloughed thousands of workers. Mechanics are saying they are ready for a long strike. The strike began on September 13th. More details from the last 24 hours:
- New Offer Details: Boeing has proposed a 30% wage increase over four years, which includes an immediate 12% raise, up from a previously rejected offer of 25% overall raises. This new proposal also includes doubling the signing bonus to $6,000 and enhancing contributions to employees' 401(k) plans.
- Strike Duration: The strike, which involves about 33,000 union members, has entered its second week, significantly impacting Boeing's commercial aircraft production, particularly in the Seattle area.
- Company's Stance: Boeing labeled this new offer as its "best and final," indicating urgency to resume production. The company has also introduced rolling furloughs for non-union staff to manage costs during the strike.
- Union's Response: While the union has not immediately commented on the new offer, there's an indication that they are reviewing it. The previous offer was overwhelmingly rejected by union members, reflecting deep-seated issues beyond just wages, including job security and past concessions.
- Implications: If the strike continues, it could lead to further financial strain for Boeing, already dealing with multiple crises. However, ending the strike with this offer could potentially restore some stability, though at a higher cost for labor.
The Fed
- The Fed Reserve Governor Michelle Bowman speaks at 9:00 am, and can give insight into The Fed’s pivot from fighting inflation to fighting an economic slowdown.
Stocks
Year-to-Date Performance:
- Up Most: Tech is now up 27.44% this year. Utilities is second-best on the year, up 25.61%.
- Down Most: Important to know, no sectors are negative on the year. The smallest gain has been in Energy, up 5.69% this year. Second-to-last is Materials, up 9.59%.
5 Day Moving Average:
- Up Most: Now 91% of Energy Large Cap stocks are now above their 5 day average. Utilities is second now with 87% of its Large Caps above their 5 day average.
- Down Most: Health Care is down, and only 37% of Large Caps are above their 5 day average. Consumer Staples are also down, and only 37% of Large Caps are above their 5 day average.
Crypto
- Bitcoin: Bitcoin continues to cook, now over $63,360, which puts it at a staggering 51% gain on the year.
- Ethereum: Ethereum’s nice run continues,, and is over $2,660 now, which means a 15.8% gain on the year.
- Top Gainers Recently: BNB and BAT have performed well recently, up about 4.4% to 4.2% in the last 24 hours.
- Important to note: Crypto markets are always open and prices change constantly.
Bonds
- 2-Year Treasury: Yields continue to come down, now at 3.601%.
- 10-Year Treasury: Up a tick again to 3.756%, but overall it’s had a decline this year too.
- The yield curve is no longer inverted, having un-inverted in late August, 2024.
Gold
- Price: Gold reaches a new all time high mid-day yesterday, now up to $2628, and is up 27.43% on the year.
Real Estate
- 30-Year Fixed Mortgage Rate: Up just a bit again, now to 6.2%. The mortgage rate has dropped about 7.05% this year.
Geopolitical Aspects
- Asia: Tensions in the South China Sea affecting trade routes, potentially impacting oil prices and global trade.
- Europe: Energy prices in Europe remain elevated, contributing to inflationary pressures and concerns over winter supply.
- Global Tensions: Ongoing trade negotiations and regional conflicts could sway investor sentiment, particularly affecting oil prices and defense stocks.
Built for The One in the Arena
Arena Investor is on a mission not only to help with financial planning, and investment management, but also with education. Keep reading, watching, following, and sharing great Arena Investor content. And as always if you want professional advice, we are glad to be your teammate – along a financial journey you can actually enjoy.
You’re the Hero.
We’re the Guide.
P.S.
Continue reading, if you would enjoy some simple explanations of key concepts to level up your financial education
Each of these elements interacts, creating the dynamic we call 'the market'.
Understanding these aspects of the investing arena can help investors in making informed investment decisions.
You’re the Hero.
We’re the Guide.
- Consumer Confidence: The Consumer Confidence report measures how optimistic consumers are about the economy's short-term future, influencing spending and investment decisions. It's based on surveys about income, business, and employment conditions.
- PMI (Purchasing Managers' Index): This is like a health check for businesses. A number above 50 means more growth, below 50 indicates contraction. It's crucial because it shows if companies are buying more stuff, which suggests they're confident about future sales.
- Economic Reports: Data like jobless claims help predict economic health. For instance, rising claims might suggest economic slowdown.
- Jobless Claims: These are weekly reports that show the number of people filing for unemployment benefits. Higher numbers can indicate a weakening labor market.
- Housing Starts: This measures the number of new residential construction projects and is a key indicator of real estate market health.
- The University of Michigan's Consumer Sentiment Index measures consumer confidence through surveys, reflecting optimism or pessimism about personal finances and business conditions.
- Federal Reserve Rate Decisions: The Fed adjusts interest rates to either stimulate the economy (by lowering rates) or control inflation (by raising rates). Rate cuts can make borrowing cheaper, while rate hikes aim to curb inflation.
- Treasury Yields: The return on U.S. government bonds, often used as a measure of investor sentiment about future inflation and economic growth.
- Stock Sectors: Different sectors thrive in different economic conditions. Tech might boom during innovation, while energy could struggle with green shifts.
- Bonds and Yields: Bonds are safer than stocks but yield reflects risk or inflation expectations. Higher yields could mean investors demand more return.
- Cryptocurrency: Digital currencies like Bitcoin and Ethereum have been volatile but offer significant returns in 2024.
- Gold: A traditional safe-haven investment that often rises during times of uncertainty or when inflation is high.
- Real Estate: Influenced by rates, economic health, and demographic trends. Lower rates can inflate home prices due to increased buying power.
- Mortgage Rates: Higher rates make borrowing more expensive, which can cool down housing demand and affect real estate prices.
- 1 Basis Point (BPS) equals 0.01%. It’s easier to say “5 bips” than it is to say “zero point zero five percent.”
Morning Market Preview for September 27th, 2024
Arena Investor is modern planning and investing built for the busy, hardworking professionals who know their money needs more attention but don't have the time, or simply want better work-life balance.
Good morning, Heroes!
Here’s your Morning Market Preview for September 27th, 2024
Read, or listen relaxingly for a few minutes – whichever you prefer!
Key Economic Reports
- Many economic reports again today. Let’s dive in:
- At 8:30am Personal Income and Personal Spending reports drop, previously 0.3% and 0.5%, respectively, with Personal Income expected to increase to 0.4% and Personal Spending to decrease to 0.3%.
- Also at 8:30am the PCE Index reports, previously 0.2%, expected to be down to 0.1%.
- At 8:30 the PCE Year-Over-Year reports as well, previously 2.6%, expected to be up to 2.7%.
- Continuing with the 8:30am reports, Wholesale Inventories reports, previously 0.2%, with no expectations set.
- Along those lines, Retail Inventories also reports, previous 0.8%, with no expectations set.
- At 10:00am, Consumer Sentiment reports, previously 69.0, expecting a small improvement to 69.3.
Key Earnings Reports & Events Today
- No key Earnings Reports for Friday.
- Boeing’s strike continues, and the Union expects talks to resume today. The strike began on September 13th.
The Fed
- “Conversations with Governor Bowman” begins at 1:15pm from Birmingham, Alabama.
Stocks
Year-to-Date Performance:
- Up Most: Tech is up once again, now up 28.99% this year. Utilities passes Communications as second-best on the year, up 26.55%.
- Down Most: Important to know, no sectors are negative on the year. The smallest gain has been in Energy, down 2% yesterday, up overall to 4.74% this year. Second-to-last is now Materials, up 11.36%.
5 Day Moving Average, Percent of Large Caps above their 5 day average:
- Up Most: Materials are up most at 93%. Communications is second now at 82%.
- Down Most: Real Estate has had a bad 5 days, down now to 13%. Energy is down second-most, now at 18%.
Crypto
- Bitcoin: Bitcoin up significantly in the last 24 hours, now about $65k, which puts it at a staggering 50.2% gain on the year.
- Ethereum: Ethereum up significantly in the last day too, now over $2,600, which means an 14.5% gain on the year.
- Top Gainers Recently: Shiba Inu zorched upwards an astounding 20.9% in the last day.
- Important to note: Crypto markets are always open and prices change constantly.
Bonds
- 2-Year Treasury: Yields are up, now at 3.627%.
- 10-Year Treasury: Up a smidge again to 3.796%, but overall it’s been coming down this year too.
- The “spread” is opening, and the yield curve is no longer inverted, having un-inverted in late August, 2024.
Gold
- Price: Gold prices remain elevated, now up to $2670, and it’s up 29% on the year.
Real Estate
- 30-Year Fixed Mortgage Rate: Up just a bit, now to 6.21%. The mortgage rate has dropped about 6.9% this year.
Geopolitical Aspects
- Market sentiment appears bullish, with equities gaining from Chinese stimulus and positive earnings, notably from MU.
- Investors are keenly watching for the PCE data, expecting a decline in headline PCE to 2.3% YoY, signaling potential dovish signals for monetary policy.
- Treasury Secretary Yellen's comments on banking liquidity and the Fed's stance provide a backdrop of stability amidst market volatility dynamics.
Built for The One in the Arena
Arena Investor is on a mission not only to help with financial planning, and investment management, but also with education. Keep reading, watching, following, and sharing great Arena Investor content. And as always if you want professional advice, we are glad to be your teammate – along a financial journey you can actually enjoy.
You’re the Hero.
We’re the Guide.
P.S.
Continue reading, if you would enjoy some simple explanations of key concepts to level up your financial education
Each of these elements interacts, creating the dynamic we call 'the market'.
Understanding these aspects of the investing arena can help investors in making informed investment decisions.
You’re the Hero.
We’re the Guide.
- PCE (Personal Consumption Expenditures Price Index): A key measure of U.S. inflation, reflecting changes in the prices paid by consumers for goods and services.
- "The Yield Spread" or just “The Spread”: The difference between yields on differing debt instruments, typically the 2-year and the 10-year Treasuries, often used to predict economic trends or assess risk.
- Initial Jobless Claims: The report measures the number of people who filed for unemployment benefits for the first time during the past week, indicating labor market strength or weakness.
- Consumer Confidence: The Consumer Confidence report measures how optimistic consumers are about the economy's short-term future, influencing spending and investment decisions. It's based on surveys about income, business, and employment conditions.
- PMI (Purchasing Managers' Index): This is like a health check for businesses. A number above 50 means more growth, below 50 indicates contraction. It's crucial because it shows if companies are buying more stuff, which suggests they're confident about future sales.
- Economic Reports: Data like jobless claims help predict economic health. For instance, rising claims might suggest economic slowdown.
- Jobless Claims: These are weekly reports that show the number of people filing for unemployment benefits. Higher numbers can indicate a weakening labor market.
- Housing Starts: This measures the number of new residential construction projects and is a key indicator of real estate market health.
- The University of Michigan's Consumer Sentiment Index measures consumer confidence through surveys, reflecting optimism or pessimism about personal finances and business conditions.
- Federal Reserve Rate Decisions: The Fed adjusts interest rates to either stimulate the economy (by lowering rates) or control inflation (by raising rates). Rate cuts can make borrowing cheaper, while rate hikes aim to curb inflation.
- Treasury Yields: The return on U.S. government bonds, often used as a measure of investor sentiment about future inflation and economic growth.
- Stock Sectors: Different sectors thrive in different economic conditions. Tech might boom during innovation, while energy could struggle with green shifts.
- Bonds and Yields: Bonds are safer than stocks but yield reflects risk or inflation expectations. Higher yields could mean investors demand more return.
- Cryptocurrency: Digital currencies like Bitcoin and Ethereum have been volatile but offer significant returns in 2024.
- Gold: A traditional safe-haven investment that often rises during times of uncertainty or when inflation is high.
- Real Estate: Influenced by rates, economic health, and demographic trends. Lower rates can inflate home prices due to increased buying power.
- Mortgage Rates: Higher rates make borrowing more expensive, which can cool down housing demand and affect real estate prices.
- 1 Basis Point (BPS) equals 0.01%. It’s easier to say “5 bips” than it is to say “zero point zero five percent.”
Data Sources
Key Economic Reports: https://www.marketwatch.com/economy-politics/calendarConsumer Surveys: https://data.sca.isr.umich.edu/reports.phpKey Earnings Reports: https://www.earningswhispers.com/calendar/Key Events: https://x.com/i/grok and fact-checkingThe Fed: https://www.federalreserve.gov/newsevents.htmStocks, Year-to-date Performance: https://digital.fidelity.com/prgw/digital/research/sectorStocks, 5 Day Moving Averages: https://www.barchart.com/stocks/market-performance#google_vignetteCrypto, Bitcoin: https://www.cnbc.com/quotes/BTC.CM=Crypto, Ethereum: https://www.cnbc.com/quotes/ETH.CM=Crypto, Top Gainers: https://www.cnbc.com/cryptocurrency/Bonds, 2 Year: https://www.cnbc.com/quotes/US2YBonds, 10 Year: https://www.cnbc.com/quotes/US10YGold: https://www.cnbc.com/quotes/XAU=US 30-Year Fixed Mortgage Rate: https://www.cnbc.com/quotes/US30YFRMGeopolitical Aspects: https://x.com/i/grok, https://chatgpt.com, and fact-checkingSimple Explanations: https://x.com/i/grok, https://chatgpt.com, and fact-checkingThe article itself is written by Arena Investor humans, not AIThe article audio is generated by https://elevenlabs.ioThe article images are generated by https://chatgpt.com using DALL-E
Arena Investor Offers
Income Research Assistance
Are you being compensated properly? Let us check on that for you.
A boost in compensation can make a major impact on your financial goals.
We Also Offer
Philanthropy Assistance
Enjoy our well-curated list of charitable organizations to donate to. Have a favorite organization already? Great! Let's get those donations coordinated for you.
Charitable donations can reduce your tax obligations too.
Win-win scenarios are the best!
Did You Know That Your Business Can Have Investment Portfolios?
Put business money to work too.
Tailored to your business’s unique needs.
Arena Investor Offers Something For Everyone
FINANCIAL PLANS
Simple Financial Plans.
Built for Your Situation.
So You Can Reach Your Goals.
INVESTMENT
MANAGEMENT
Optimized Portfolios.
Professionally Built.
Professionally Managed.
PORTFOLIO
CHECKUPS
Personal Portfolio Reviews.
Adjustment Recommendations.
From a Registered Investment Advisor.
Join the Waitlist
The Investor Mindset newsletter is a weekly digital publication that creatively presents insights into the mind of an investor.
Arena Investor Helps
The One in the Arena Level-Up
Learn
Financial Planning Education
Investing Education
Current Events
Insights & Ideas
News In The Arena
Reviews
Monthly Topics include
Understanding: Insurance Rate, Debt Rate, Savings Rate, Burn Rate, Qualified Term, Tax Rate, Liquid Term, Real Estate Term, Equity Rate, Total Term
Plus
• DRIP and Grow Rich!
• What Is Investment Management?
• What Is Your Financial SWOT?
• and more!
Subscribe to The Investor Mindset newsletter (above)
Plan
One-on-One Financial Planning
Enjoy an Initial Meeting to get to know each other, set your goals, and evaluate your debt and credit
Enjoy a Second Meeting to refine the gameplan, review insurance, and review your investing
Get easy-to-understand Monthly Reports specific to you and the Financial Plan we built recorded and delivered to your inbox for your convenience
Schedule live or recorded Quarterly Meetings to stay on track, review your Financial Health, Financial Plan, and make adjustments as needed
Enjoy Income Research Assistance -- Let us confirm you're being properly compensated
Enjoy Philanthropy Assistance -- our curated list of organizations you can donate to if desired
Financial Health Monitoring & Alerts
in the Elements app
Get professional monitoring of your Financial Health
Receive alerts when certain thresholds are met
Understand your Financial Health and actually enjoy the journey!
Invest
Investment Management
for Individual and SMBs
Fee-Only, never any commissions or conflicts
At just 0.75% AUM, Arena Investor offers great value!
No hidden [fill-in-the-blank] fees -- we absorb them all!
Enjoyable user experiences with elegant industry-leading apps
A modern Advisory designed to serve today's professionals
Professionally managed portfolios
Stocks, ETFs, Mutual Funds, Bonds,
Crypto, High Yield Cash Accounts
Also included
Financial Health Monitoring & Alerts in the Elements app
Portfolio Checkups for DIY Investors
For All 401ks
For Personal Brokerage Accounts
Have your Investor Profile analyzed (your goals, time horizon, risk tolerance, et al)
Have your actual portfolio analyzed and compared to your Investor Profile to ensure alignment
Get specific stock, ETF, mutual fund, crypto, etc recommendations to realign your portfolio
Invest with the peace of mind that you have a Registered Investment Advisor as a teammate when desired