When you are faced with life’s challenging transitions, you need a guide, a coach, a sounding board to help you make good financial decisions. The compassionate, experienced, professional financial planners at The Enrichment Group are there to support you, to offer sound financial planning advice, along with precision investment management strategies.
Your Professional Financial Planning and Investment Management Team
The Enrichment Group is a team of dedicated financial professionals committed to leading our clients through life’s most challenging transitions. When your normal order seems to fail, and the foundations of your personal and financial life are rocked, we offer real, complete and lasting solutions. We help our clients move past challenging personal and financial obstacles, providing a sense of clarity in an increasingly complex financial world.
Ongoing comprehensive financial planning maintains our clients’ progress. Our customized, professional investment management plan supports our client’s wealth management objectives, while minimizing risk at all times … helping our clients achieve “A Lifetime of Enrichment.”
Congratulations to our Chief Investment Officer Peter Lowden, who was recently appointed to the Key Biscayne Investment Advisory Committee by the Mayor and Council of The Village of Key Biscayne. Key Biscayne is an incorporated suburb of Miami, Florida, and is where Peter resides. The purpose of this volunteer advisor committee is to provide recommendations […]
A New Market Environment In this Issue: ✓First Quarter 2015 Recap Overseas stocks dramatically outperformed U.S. stocks in the first quarter. The primary cause is the European Central Bank (“ECB”) finally starting their “quantitative easing” program and the resulting economic stimulus. The U.S. economy is still in good shape, even as we start on our […]
The following article is written by our good friend Bob Veres, publisher of the financial planning newsletter Inside Information. It has been slightly edited. Feel free to share this with anyone you know who is interested in investments. When it comes to investing in the stock market, the risk that everybody talks about is the […]