TGA Capital Management

Active vs. Passive Portfolio Management

One of the longest-standing debates in investing is

over the relative merits of active portfolio

management versus passive management. With an

actively managed portfolio, a manager tries to beat

the performance of a given benchmark index by using

his or her judgment in selecting individual securities

and deciding when to buy and sell them. A passively

managed portfolio attempts to match that benchmark

performance, and in the process, minimize expenses

that can reduce an investor's net return.

Each camp has strong advocates who argue that the

advantages of its approach outweigh those for the

opposite side.

To read more download the file below.

Active vs. Passive Portfolio Management (pdf)

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Reaching Retirement Now What?

Review your portfolio regularly Traditional wisdom holds that retirees should value

the safety of their principal above all else. For this reason, some people shift their investment portfolio to fixed-income investments, such as bonds and money market accounts, as they approach retirement.

The problem with this approach is that you'll effectively lose purchasing power if the return on your investments doesn't keep up with inflation.

While generally, it makes sense for your portfolio to become progressively more conservative as you grow older, it may be wise to consider maintaining at least a portion of your portfolio in growth investments.

To read more download the article below, its free!

Reaching Retirement - Now What (pdf)

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TGA Capital Management- Retirement Expence Forms 92820 (pdf)

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TGA Capital Mnagement - It isn't investments that get tested in turbulent markets-it's investors. (pdf)

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How can I gauge my risk tolerance?

Risk tolerance is an investment term that refers to your ability to endure market volatility. All investments come with some level of risk, and if you're planning to invest your money, it's important to be aware of how much volatility you can endure. Your tolerance for risk affects your choice of investments and the overall makeup of your portfolio.

Download the article about risk and our risk questionnaire to assist in understanding your personal risk tolerance.

"Manage the Risk provides optimal performance."

Need Help?

How can I gauge my risk (pdf)

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Risk Tolerance Worksheet (pdf)

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About TGA Capital Management - A Massachusetts RIA

Planning Futures

Since 1980, we began and have helped create programs and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? One of our credentialed professionals would be glad to help. financial and investment planning retirement planning

Planning Futures

A Proven Approach

We start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance for your retirement planning with our investment advisor during your financial and investment planning requirements.

Why Us?

Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance. financial and investment planning retirement planning

Schedule Virtual Consultation

Why active Investment Management is "Key,'" especially today.

Good Afternoon and the following can be provided by our podcast, by clicking here.

In today's climate, likely, you're already utilizing conferencing with your professional doctor, or tax professional, and here at TGA Capital Management, we are dedicated to helping you along the way, in personal teleconferencing and webinar relationship.

Since, the COVID 19, is disrupting our personal and business formalities, we are here to remain connected with you while providing prudent financial guidance for our client's concerns and how our commitment can also be beneficial for you.

Since its inception, TGA Capital Management provides active investment management, which differentiates our advisory from the Passive Investment Approach. In this upcoming teleconference and webinars, we will review your investment concerns and address prudent guidance to help you preserve, protect your wealth, retirement assets in times that you may be experiencing now, due to the COVID 19.

Our Active Management disciplines help our clients to avoid the horrific market volatility and going forward, we would like to share with you, "The Difference between Active Management and Passive "Buy and Hold."

To attend our ongoing teleconferencing and webinars please use the codes in the future emails, to attend our upcoming invitations, and again, we are here to assist you in any way we can.

Your exclusive invitation will be hosted on "Join Me,” Click here to download “Join Me,” on cell phone app store or download “Join Me,” on your mobile phone, IPad or P.C. and if you need any technical help, were here to help you, to keep us connected and to stay connected.

We Look forward to scheduling your client teleconferencing consultations and to provide all invitees in joining us and to remain connected to be connected.

My Very Best

Michael D. Green

mgreen@tgacapitalmamanagement.com

1-508-224-9646

Our Team

A Registered Investment Advisory

TGA Capital Management has well over 30 years of financial-planning experience between it's planners. We are at the forefront of this quickly changing economy and we work closely with our clients because we are fully committed to meeting and exceeding expectations. We also believe in keeping our services affordable to our clients, we make sure to work around your budget. We are proud that so many of our clients have repeatedly turned to us for guidance and assistance with their financial futures, and we work hard to earn their loyalty every day. financial and investment planning retirement planning

Disclaimer

This is not a solicitation nor recommendation to buy or sell securities nor to imply any tax or legal advice, always seek a registered investment advisor to attain your risk/averse attitude and investment suitability before investing. All information is considered accurate and reliable, however, due to changing market, economic, taxation, institutional, and other pertinent potential cycles and variations, future results cannot be guaranteed by past performance and should be monitored on a continual periodic systematic basis to provide current advisory recommendations that meets the client short-term potential deviations and management disciplined style, while advisory provides solely long-term recommendations. The disciplinary history of the investment adviser and its representatives can be obtained from the Division