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Investment Philosophy

At Thistle Wealth, our philosophy is inspired by the resilience of the thistle—strong, adaptable, and thriving in any environment. We honor the hard work behind your financial success by crafting a tailored framework that not only helps you define your financial goals but also provides a path towards achieving them.

Resilient Strategies for Unpredictable Markets

We understand that life and markets are unpredictable. While we don’t attempt to predict market movements or promise quick returns, we are dedicated to helping you navigate all possibilities with a well-prepared, long-term strategy. Our goal is to empower you with:

  • Resilience: Crafting a plan designed to adapt to changing market conditions.
  • Discipline: Helping you maintain focus through fluctuating conditions.
  • Knowledge: Equipping you with the insights needed to navigate your financial journey.

Just as thistles adapt and thrive in diverse environments, our strategies are designed to navigate changing circumstances with resilience.

Tailored Risk Management

Risk is inherent in any financial journey. Our approach ensures that the risk you take is balanced with potential rewards. In developing your personalized plan, we consider:

  • Your unique financial goals and risk tolerance
  • Your current investments and future plans
  • Your personal insights and background in finance

This tailored approach guarantees that every decision aligns with your overall objectives.

Clear, Actionable Retirement Planning

Retirement planning can often seem mysterious. We demystify this process by turning abstract concepts into concrete, actionable plans:

  • Objective Goals: Transforming vague ideas of "retirement" into clear targets with defined costs.
  • Detailed Planning: Breaking down retirement into manageable steps with real numbers and expectations.
  • Robust Testing: Using sophisticated modeling tools to run thousands of scenarios, ensuring your plan’s longevity.

Expertise Across Sectors

Our experience spans multiple sectors, including private industry, Oregon State University (OSU), the Public Employees Retirement System (PERS), and the Federal Employees Retirement System (FERS). This diverse expertise allows us to understand and navigate the intricacies of each system, ensuring your plan is as robust as possible.

Sustainable Withdrawal Strategies

We prioritize long-term sustainability. Each year, we review a safe withdrawal rate tailored to your unique financial plan, using respected studies to ensure your retirement funds remain sustainable over time.

Ready to Build a Resilient Future?

Let’s create a clear, confident path forward tailored to you. I’d love to connect!
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