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Common Cents Wealth Management LLC (Pembroke Pines, FL )

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   Posted:   2019-01-17, 03:21AM
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 Invest with Common Cents

We are an independent, fee-only, wealth management and financial planning firm located in Pembroke Pines, Florida. We didn’t just pick our name out of a hat: our investment philosophy is supported by sound academic research, historical precedent and by faith in the capital markets. And because we are fee-only, we aren’t motivated by commissions or sales quotas. Helping you reach your financial goals is our only goal.

Our Philosophy

Glass globeAt the core of our investment philosophy is our unwavering belief in the efficacy of passive (index) investing. Why? Mutual fund managers routinely under-perform the passive index benchmarks because stock and bond markets are very efficient and nearly impossible to beat. Based on this financial and economic science, Common Cents Wealth Management uses a passive discipline by developing customized portfolios of low-correlated assets that reliably deliver the asset class returns of the components with less overall risk. We engineer a proper portfolio for your needs and unique to your risk tolerance and time horizon.

To help protect our clients’ assets and achieve our goal of wealth preservation with long-term growth, we focus on controlling costs. Common Cents Wealth Management primarily uses passive investments composed of Index Funds and ETFs. Why? They are no-load mutual funds which are tax efficient, have low turnover, no 12b-1 fees, and very low fund expenses. The savings from these funds have historically given investors better overall performance. Some bond funds may not be index funds.We firmly believe that long-term planning and a consistent approach to investing drives maximum results. We encourage you to work with us to define an appropriate strategy, commit to that allocation, and make changes only when necessary(typically as life milestones are reached or your risk-tolerance and capacity changes).



954-769-0837
[email protected]
http://www.cc-wealth.com

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