Make Your Money Count
FREE for Faculty and Students at the Bauer College of Business at University of Houston.
-
Your Family Members
-
Your Friends and
-
Your Associates
Invest Without Guessing About Risk
Putting Your the Risk Number at the center of your planning process helps you manage the risk and opportunity of everyday life, recover from the unexpected, and realize your highest purpose.
-
We’ll use your Risk Number to analyze and monitor every single security in your portfolio
-
We then run a cross-correlation analysis under the hood and roll it up for your family’s portfolio
-
This ensures the highest possible level of transparency
-
You get sophisticated analytics to help you manage the risk — and opportunity — of everyday life.
Let’s Talk About
Rather than getting caught up in the ocean of information available online and elsewhere, it’s important to focus on reliable sources of data that have stood the test of time – delivered to you in a format you can easily understand.
Let’s Put at the center of your plan
-
We’ll use your Risk Number to analyze and monitor every single security in your portfolio
-
We’ll run a cross-correlation analysis under the hood of your entire portfolio
-
We’ll give you the highest possible level of transparency into your investments
-
We’ll deliver sophisticated analytics to help you manage the risk — and opportunity — of everyday life.
How to Build a Better Retirement
Jim Munchbach is dedicated to helping individual investors, families, and business owners manage the risk and opportunity of everyday life, recover from the unexpected, and realize their highest purpose.
-
Save More Money
-
Invest More Carefully
-
Pay Less Taxes
Tax Efficient Planning Strategies
The second law of personal finance is the law of Tax-Advantaged Investing. The IRS makes the law. Your job is to take advantage of the law. By creating a Tax-Advantaged Investment Plan, you will pay lower taxes, save more money and build a better retirement.
