investment management

Investment Strategy

Shifting from Growth to Income: How to Adjust Your Investment Strategy for Retirement

As retirement approaches, many high-net-worth individuals (HNWIs) in Iowa find themselves at a crucial juncture in their financial journey: transitioning from a growth-oriented investment strategy to one that emphasizes income.  This shift is pivotal in helping ensure that your portfolio not only preserves wealth but also provides a steady and reliable income stream throughout retirement.

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The Last Call

Recent world news has been intense—Federal Reserve changes, interest rates, and the upcoming election might have your head spinning. Understanding how these factors impact your financial future is crucial. In today’s latest episode of the Capitalized Life & Retirement Show, Matthew P. Johnson breaks down these complex topics, offering insights and strategies to help you

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Iowa Fiduciary

National Financial Freedom Day with Johnson Wealth and Income Management

National Financial Freedom Day is a day dedicated to promoting the importance of financial independence and empowering individuals to take control of their financial futures. Celebrated annually, this day encourages people to evaluate their financial health, set goals, and seek professional guidance to achieve financial freedom. Did you know that the average retirement savings for

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Iowa Fiduciary

Are CDs Right for Your Retirement Portfolio?

As retirement approaches, investments take on a new level of significance. The choices made now can significantly impact the quality of life during those golden years. Among the array of investment options available, Certificates of Deposit (CDs) often emerge as a consideration for those seeking stability and security.  But are CDs truly the right investment

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iowa fiduciary

ABC’s of Annuities

Navigating the realm of retirement planning can feel like sailing a course through uncharted waters. With an array of financial instruments and investment options available, it’s easy to feel overwhelmed and uncertain about which path to take. Among these choices, annuities stand out as a compelling tool for potentially securing financial stability in retirement. Over

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Iowa fiduciary

Investing With Rising Interest Rates and Inflation

Are you feeling anxious about rising interest rates and inflation? Fortunately, there are a number of alternative investments that can help lessen the effects of inflation and even help secure wealth. But is the risk worth it? Let’s Find out. Inflation may have peaked in July, but that doesn’t mean interest rates will be peaking

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