Why active Investment Management is "Key,'" especially today.
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 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.
In the meantime, please provide your Email Address and Name below, to request a free teleconference and to receive our exclusive financial webinar series and podcasts.
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
The coronavirus pandemic has exacted a staggering toll in terms of economic impact and the loss of life. It has also produced many heroes, including frontline health care workers and retail employees who enable people to stay well provisioned in isolation. Your Financial advisor can serve a critical role as well by helping clients maintain their emotional well-being and increase their chances of emerging from the crisis with their financial dreams intact and your investments preserved.
Your employees deserve Vanguard Retirement Plan Access;
TGA Capital Management is excited to share information about our retirement plan program powered by Vanguard Retirement Plan Access™. We have a unique retirement program for you and your employees that harnesses the power of Vanguard mutual funds, including target-date funds and Vanguard ETFs®. You can also choose to include access to investments from outside Vanguard.
By choosing Vanguard funds, you can provide your employees with investment options featuring some of the lowest expense ratios in the industry.* This helps them keep more of what they earn for retirement.
With Vanguard Retirement Plan Access, you can couple our advisory expertise with one of the most trusted names in the industry. Our firm can provide invaluable retirement plan support that includes:
· Selecting and monitoring funds.
· Serving as an investment fiduciary.
· Assisting with plan design.
· Creating investment policy statements.
· Providing participant education.
We’d love to share more about this program and what we can do to assist you with your retirement plan needs. We value our partnership and look forward to working with you.
If you have any questions, please feel free to call us anytime at 508-224-9646.
Michael D. Green
Email: mailto: firstname.lastname@example.org
25 Braintree Hill Office Park - Suite 200
Braintree, MA 02184
*As of December 31, 2018, Vanguard average mutual fund expense ratio: 0.10%. Industry average mutual fund expense ratio: 0.58%. Vanguard average ETF expense ratio: 0.07%. Industry average ETF expense ratio: 0.27%. All averages are asset-weighted. Industry averages exclude Vanguard.
Sources: Vanguard and Morningstar, Inc.
All investing is subject to risk, including the possible loss of the money you invest.
Vanguard ETF® Shares are not redeemable with the issuing fund other than in very large aggregations worth millions of dollars. Instead, investors must buy or sell Vanguard ETF Shares in the secondary market and hold those shares in a brokerage account. In doing so, the investor may incur brokerage commissions and may pay more than net asset value when buying and receive less than net asset value when selling.
Investments in target-date funds are subject to the risks of their underlying funds. The year in the fund name refers to the approximate year (the target date) when an investor in the fund would retire and leave the workforce. The fund will gradually shift its emphasis from more aggressive investments to more conservative ones based on its target date. An investment in the target-date fund is not guaranteed at any time, including on or after the target date.
Retirement plan recordkeeping and administrative services are provided by The Vanguard Group, Inc. (VGI). VGI has entered into an agreement with Ascensus, Inc., to provide certain plan recordkeeping and administrative services on its behalf. Ascensus is not affiliated with Vanguard Marketing Corporation, The Vanguard Group, Inc., or any of its affiliates.
© 2019 The Vanguard Group, Inc. All rights reserved. Vanguard Marketing Corporation, Distributor of the Vanguard Funds.
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
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.
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
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
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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
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