Building Your Wealth Bridge
McCabe & Associates, Inc
9480 Enterprise Dr., Suite 1
Mokena, Illinois 60448-8690
708-479-7755
708-479-7766 Fax
Registered Representative of and securities offered through Cetera Wealth Services, LLC a Broker-Dealer and Registered Investment Advisor, member FINRA/SIPC.
Advisory Services offered through AdvisorNet Wealth Partners.
Cetera Wealth Services, LLC, McCabe & Associates and AdvisorNet Wealth Partners are not affiliated companies.
Building Your Wealth Bridge
Diversification & Beneficiary Planning
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Episode Description: Diversification & Beneficiary Planning
In episode 1 of the “Building Your Wealth Bridge” podcast, the team debuts a new conversational format designed to pull back the curtain on the financial planning topics they discuss week in and week out at the office. George C. McCabe, CPA, Financial Advisor, is joined by colleagues William E. Will, CFA, Financial Advisor and Zachary B. Morgan, CFA, CFP®, Financial Advisor, to dive deep into investment strategies and essential estate planning safeguards.
The team engages in a detailed discussion on the following topics:
• The Reality of Diversification: Will analyzes asset class returns from 2009–2023 to show how a diversified "middle path" creates a smoother, more successful longterm investment experience.
• The S&P 500 vs. Global Allocation: Zac explains how a global 60/40 portfolio can outperform the S&P 500 over 20 years by minimizing losses during market downturns.
• Common Estate Planning Pitfalls: George identifies frequent beneficiary mistakes, such as the high tax costs of naming a trust as an IRA beneficiary.
• Protecting Your Legacy: The team examines the "fine print" of beneficiary forms, highlighting how Per Stirpes designations can protect your assets for future generations.
As always, please send our team any questions or topics you’d like us to cover in the future.
We hope this finds you well.