So often, the conversation around investing is geared toward the long-term earning potential of your portfolio. Yet, when unexpected events hit—a sudden layoff, record-high inflation rates, or a big tax bill—you may need to tap into your portfolio sooner rather than later.
We help our clients address their more immediate financial priorities by providing cashflow generation strategies. Depending on your existing portfolio and cash flow needs, you may be able to keep your initial capital invested for longer—meaning there may be the potential to tap into your earnings now while still maintaining progress towards future goals, like retirement.