investment planning

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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Matthew P. Johnson on “Schwab Network” with Nicole Petallides

The Federal Reserve has continuously used vague language regarding the rate hike cycle. Economists expected an increase, and many were relieved there wasn’t one. But what does it mean for the rest of the year? Here, Matthew P. Johnson of Johnson Wealth and Income Management joins Nicole Petallides on the Schwab Network to discuss the

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Matthew P. Johnson on “The Watch List” with Nicole Petallides

September is typically a weak month for stocks. The lack of economic updates makes some traders wait for more info about a possible rate increase from the Federal Reserve. Should you be concerned about your portfolio? Here, Matthew P. Johnson of Johnson Wealth and Income Management joins Nicole Petallides on the Watch List to discuss

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