In this episode, Victor and Kim Gaxiola discuss the investment management process, building on their previous conversation about financial planning. They explore the importance of understanding investment models, the stages of investment (accumulation, preservation, and distribution), and the significance of asset allocation.

The conversation emphasizes the need for a disciplined approach to selling investments, the role of the Resilient Wealth Planning Investment Committee, and the integration of financial planning with investment management. They also touch on the importance of tax planning in preserving wealth that will be the topic of an upcoming podcast.

Key Takeaways

• Investment management is a vehicle to achieve financial goals.
• Understanding investment models is crucial for effective management.
• There are three primary stages of investment:accumulation, preservation, and distribution. 
• Asset location can significantly impact tax efficiency and investment strategy. 
• Preservation mode requires a conservative approach to protect assets.
• Sell discipline is essential for effective portfolio management.
• Consistent contributions to investments lead to better long-term results.
• Investment strategies should be flexible and adaptable to market conditions . 
• The investment committee plays a vital role in shaping investment strategies.
• Tax planning is critical for preserving wealth and minimizing tax liabilities.

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