[WEALTH WISDOM NAME ONE THING PEOPLE SHOULD DO TO MAXIMIZE THEIR WEALTH, BASED ON YOUR AREA OF EXPERTISE:
ACROPOLIS INVESTMENT MANAGEMENT, LLC
David Ott, Partner | Dan Esser CRPC, Portfolio Manager Sakis Salas CFP, Portfolio Manager | Cliff Reynolds CFA, Portfolio Manager 14755 N. OUTER FORTY ROAD, STE. 100 | 636.449.4900 | ACRINV.COM
Maximizing wealth in the long run is best accomplished with a combination of basic strategies. First, people need to save more— easier said than done. Second, people need an investment philosophy. Without a basic framework for how to invest, people tend to repeat destructive behaviors over and over.
PNC BANK
Maurice E. Quiroga, CTFA, CWS®, Executive Vice President, Managing Director Aaron Fields, Senior Vice President, Credit Executive | Erin Erhart, Vice President 20 S. CENTRAL AVE., STE. 110 | PNC.COM/WEALTHSOLUTIONS 314.898.1338 | 314.898.1223 | 314.898.137
The one thing people should focus on is saving, and saving at a young age. Maximize your tax-deferred plans and save after-tax as well. Invest with confidence, but manage your risk as your lifestyle changes. Never borrow from your 401k or IRAs. Ensure your retirement plan focuses on your short- and long-term horizon.
RAYMOND JAMES
R. Allen Boggs, Vice President, Investments | Kevin L. Edwards, Senior Vice President, Investments Randy Ehret, Senior Vice President, Investments | Charles A. Hessler, Senior Vice President, Investments 9900 CLAYTON ROAD | 314.214.2100 | RAYMONDJAMES.COM/STL
At Raymond James, we know that no two people are the same, so our business has always revolved around the individual. And it always will. We listen to your hopes, work alongside you to achieve your goals, and resolutely put you first. In short, we plan well to help you live even better.
MONETA GROUP
Donald Kukla, Principal and Chairman | Doug Weber, Principal | Pat Duff, Principal | Brad Koeneman, Principal 100 S. BRENTWOOD BLVD., STE. 500 | 314.244.3223 | 314.244.3210 |314.244.3295 | 314.244.3239 | MONETAGROUP.COM
Moneta Group’s Sustainable Business Planning Committee has the following advice: it’s not what you earn, it’s what you keep. Never spend above your means and start a disciplined savings plan at an early age—then stick to it. Also, know your appetite for risk and have a diversified asset allocation consistent with your profile. Remember that delaying gratification today offers greater financial security and opportunity tomorrow.
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| JUNE 4, 2014
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