Broker Check

Managed Funds

Your Quick Guide to Investment Management

With the multitude of investment options available, it’s difficult to make financial decisions for your future. You know you need to save and invest to build wealth and retire while you can still enjoy yourself, but you’re probably unsure how to get it done.

The answer is investment management. Massie & Associates is a leading financial advisor, working with some of the most notable financial managers in the field. You might even see our money experts on NBC, ABC, and CBS. We’re committed to helping you sort through your options and putting you on the path to build wealth.

Your Investment Options

Your Investment Options

At Massie & Associates, we know how important it is to plan for your financial future. That’s why we specialize in a range of financial services, including investments, retirement planning, personal trusts, and more. You may not even realize how important it is to use tax planning with financial planning to maximize your wealth-building ability.

Investing is more than picking out stocks and bonds. You also have to decide which investment vehicle to use. For example, you can invest in a tax-deferred retirement account to reduce your current tax burden while saving for your future. Of course, we also have to consider which investment products meet your financial objectives while keeping your portfolio balanced.

We have decades of experience in the financial industry and we can help you choose the right investment solution for your unique needs. For example, we may recommend you include an indexed universal life insurance as a tax-free investment to your retirement plan. And if you’re nearing retirement, we’ll talk to you about how to plan your distributions to streamline your income.

Frequently Asked Questions

You may have lots of information at your fingertips through the internet, but it can’t replace knowledge and experience. Working with our investment managers allows you to focus on other things, while we tailor your investments to meet your objectives, timelines, and risk tolerance.

Yes. Life happens, and there may be times when you have to take a break from contributing to your investment accounts because of a job loss or other life event. Your financial goals may also change throughout your life. We’re here to adjust as needed and put you on your fresh path to financial success.

While there are no risk-free investments, it’s actually risky not to invest your money. Even keeping your money in an interest-bearing savings account will not let you keep up with inflation. This means every year your money loses earning power. We can help you mitigate investment risks by keeping your portfolio diversified and within your preferred risk tolerance level.

Start Investing in Your Future

At Massie & Associates, we understand it’s challenging to navigate all your investment options and plan your financial future on your own. That’s why we offer tailored solutions to help you reach your financial goals and enjoy your retirement years. Contact us today and start investing in your future.

Contact Us
Investing for Impact

Investing for Impact

Learn how to build a socially conscious investment portfolio and invest in your beliefs.
Learn More
Bursting the Bubble

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Learn More
16 Wall Street Cliches in 60 Seconds

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.
Learn More

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

View all articles

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

View all calculators

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

View all presentations

Rightsizing for Retirement

What does your home really cost?

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

View all videos

Have a Question?

Thank you!
Oops!