Introducing
The Van Winkle Portfolio
A portfolio for investors who have time on their side. Time eliminates almost all risk.
Do you fear becoming a Bag Lady?
80% of women do. The fear of running out of money no matter how much they have or told that they will have enough, is real.
Seniors are starving for income. Are you?
You can live a good life and not touch the principal. It is possible, even probable
Producing Enough?
Your Foundation, Charitable Trust, or even your IRA have to meet distribution requirements.
Meet Our Peeps
Testimonials
Clients & Friends of Naples Money Managers
Connect Your Concerns With Our Solutions
spending every penny of your paycheck
vs.
not spending every penny
$32850
$3 a day spent for a latte
over 30 years
$128715
$3 a day invested at 8%
over 30 years
Start Early with Less
Vs.
Start Late with More
$396221
Invests $2,000 a year
for 8 years
$406141
Invests $2,000 a year starting
9 years later
We’re here to help, Let us.
Talk to Us
Please feel free to contact us. We’re super happy to talk to you. Feel free to ask anything.
Money Management
The Naples Money Managers offers money management in two different formats; Comprehensive Money Management & Selective Money Management.
Financial Planning
Most of us would never think of taking a trip without a map and a destination in mind. Your financial plan is the road map to help smooth the journey to reach your financial destination.
Annuity Management
For many, the management of the investments inside an annuity has gone unattended since its inception. The Naples Money Managers has an active department with years of experience dedicated to annuity management.
Browse, Watch & Read
The Newsroom
Video Podcasts, Articles, Kinkead's Korner and more.
One of my goals in this newsletter is to engage you with useful content and discussion regarding investment portfolio management.
Ask yourself these three questions to reveal how portfolio literate you are:
- Are you investment portfolio savvy? Savvy means that you can articulate to a friend or colleague what the objective and results are for your portfolio?
- Was your investment strategy modified when you retired? Did you make significant changes to your portfolio when your career income ceased and you began to take meaningful income from your portfolio?
- Are you confident in your current investment strategy? Be real with the annual income that you desire regardless of the amount. In other words, find the right strategy to produce the income that you want to have in retirement. After all, that's why you spent all that time working!
If you answered yes to all three of these questions, you're in good shape. But if you said no, don't worry. Many people have had to reevaluate their priorities over the past year. I can help get you on the right track. And here are some articles that may help ... talk soon.
Success in all your efforts,
John
John Kinkead