Updated Articles

  1. Control the Controllables

    Last Updated: 06/13/2025 in Brochures
    We emphasize the importance of managing controllable factors in financial planning, such as costs, taxes, compounding returns, diversification, and risk alignment, to achieve a successful retirement strategy amidst unpredictable market conditions.

  2. Chief Investment Officer Brochure

    Last Updated: 06/13/2025 in Brochures
    Our Chief Investment Officer, Dr. William R. Nelson, leverages 25 years of pioneering experience in asset management and fintech to drive innovative financial solutions for our clients.

  3. 4 Beta Taxable Fixed Income Investment Strategy

    Last Updated: 06/13/2025 in Brochures
    We employ tax-efficient, low-cost strategies to enhance returns through diversified fixed income and stock investments, tailored to each client's risk tolerance and financial goals.

  4. 4 Beta Equity Investment Strategy

    Last Updated: 06/13/2025 in Brochures
    Our 4 Beta Equity Investment Strategy offers diversified, tax-efficient portfolios focused on value and small-cap stocks, using ETFs to manage risk and costs while aligning with your financial goals.

  5. 4 Beta Dependable Return Investment Strategy

    Last Updated: 06/13/2025 in Brochures
    Our 4 Beta Dependable Return Investment Strategy targets minimal risk with returns surpassing typical interest accounts through diversified short-term debt ETFs, focusing on cost efficiency and tax optimization.

  6. 4 Alpha Stock Analysis

    Last Updated: 06/13/2025 in Brochures
    Our 4 Alpha Portfolio Matrix enhances transparency and trust by offering detailed stock analyses, company attributes, business trends, and expert insights, empowering informed investment decisions.

  7. 4 Alpha Investment Strategy

    Last Updated: 06/13/2025 in Brochures
    Our 4 Alpha Investment Strategy aims to outperform large-cap indexes by leveraging long-term trends and selecting dominant, innovative companies, while maintaining low costs and tax efficiency for optimal growth.

  8. 4 Alpha Companies

    Last Updated: 06/13/2025 in Brochures
    A visual representation of the companies that make up our 4 Alpha investment strategy.

  9. How to: Update My Contact Information

    Last Updated: 06/13/2025 in Client Essentials Support Guides
    Update My Contact Information See below on how to let us know that your address, phone number, or email address has changed and is needing to be updated on your accounts. Update My Address Step 1: Send an email to clientsuccess@financialgra...

  10. How To: Share a document securely

    Last Updated: 06/09/2025 in Client Essentials Support Guides
    How to share a document securely There are 2 options on how to share an investment related document with our team. Below are the steps on how to achieve both options which will keep your Client data and documents protected and secure. Op...
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