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AWP Resources

Investment Management

Discover foundational guidance, tools and actionable insights related to this topic.

Foundations

At AWP, we want our clients to have an understanding of portfolio risks and market dynamics in order to alleviate some of the anxiety that comes with investing. It’s important...

Insights

Many clients come to us not knowing that they CANNOT contribute to an Individual Retirement Account (IRA) and receive a tax deduction because they participate in an employer-sponsored retirement plan....

Foundations

Retirement marks a significant shift from earning a paycheck to relying on your savings and investments for income. Creating a reliable retirement paycheck from your portfolio requires a strategic blend...

Insights

Unlike a traditional IRA, Roth IRA contributions don’t provide you with a tax deduction upfront. Contributions to a Roth IRA are made with after-tax dollars, meaning the money has already...

Insights

The Investment Company Act of 1940 created what is known as Mutual Funds. These funds pool together client capital to invest in companies through stocks and/or bonds. Individual investors own...

Insights

Financial Advisor, Investment Advisor, Broker, “my guy” – these are all terms that seem to be used interchangeably when talking to clients. While they might all seem to be the...

Insights

As the year 2020 comes towards an end we are fielding more questions surrounding asset protection for sworn officers if qualified immunity is lost. There are many layers to asset...

Insights

A 2016 Vanguard Study estimated that the value an advisor can provide their clients is “about 3%” on an annual basis through a combination of portfolio construction, wealth management and...

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