Resources

It’s been said that knowledge is power. Our goal is to equip you with empowering resources as we work together.

Abundance TV

May 2022 Economic Outlook & Positioning

Martin Wildy, CFA and Julia Kocher discuss the economic outlook and positioning for May 2022. In the video, Martin & Julia discuss what the Investment Committee has been seeing in the markets year-to-date, how the recent volatility has impacted the market, inflation, opportunities created for investors, the market’s reaction to increased interest rates by the ... May 2022 Economic Outlook & Positioning

Abundance Economic Outlook: April 2022

Martin Wildy, CFA and Julia Kocher discuss the economic outlook and positioning for April 2022

Abundance Wealth Counselors: Infrastructure

In this video we explain what asset classes make up the Infrastructure Portfolio, and how Infrastructure can play a role in an investment portfolio.

Abundance Economic Outlook: March 2022

Martin Wildy, CFA provides the Abundance Investment Committee update, focusing on year-to-date recap, economic outlook, and valuations of the market

Market Intelligence

May 2022 Market Intelligence Report

April was an abysmal month for most risk assets, with the S&P 500 index (large US companies) declining nearly 9 percent bringing year-to-date losses for the index to almost 13 percent. In addition, unique to 2022 relative to historic norms, bonds have not offered much shelter from losses. The Bloomberg Barclays US Aggregate Bond index has declined 9 percent in 2022 after losing nearly 4 percent in April alone. Investors have been focused on the same risks for most of the year, and many of these risks are related and continue to evolve together.

Library Selections

Captive Insurance Companies

Would you like to insure your own risk while keeping the profits that would go to a commercial insurance company? 

Disability Insurance for Medical Residents

One constant piece of advice given to medical residents is “you must get disability insurance as a Resident” but nobody ever articulates WHY it is so important or HOW to make decisions on the myriad options and choices that go along with a policy. 

Fiduciary Standards

A great deal of discussion has taken place around fiduciary duty and the various duties which investment professionals are required to uphold. As an investment advisor, Abundance owes its clients a duty of fiduciary care. Where a conflict of interest exists, we will work to minimize it, and will disclose when conflicts are present.

Lost Loved Ones: Your Roadmap

After the loss of a loved one, balancing emotional stress and well-being with important decision making can seem overwhelming. We are here to help guide you through this transitional process. 

Private Real Estate Investment

Do you know how to invest in real estate individually or participate in real estate investment opportunities? 

Retirement Plans for Small Business

Have you caught yourself asking “what can I do to lower the amount of money that I hand over to the government each year?” There are a number of planning opportunities that exist, but none of which are as attractive as having lower tax rates. 

Firm Resources

2022 AWC Client Disclosures Package – February

Abundance provides private wealth management services in a family office setting to its clients on an ongoing basis.

2022 AWC Form CRS- UL February

Client Relationship Summary, containing important information about your Wealth Counselors