Tifin Give
TIFIN Give Introduction DAF Model DAF Platform Feature Checklist DAF Tax Savings Choosing the Right Charitable Vehicle
Small Business Owner Case Study
Small Business Owner Case Study Investment Collateral Transition Report Hypothetical Performance Tax Alpha Report Transition Analysis TemplateFor questions on Bill and Brenda Business Owner Investment Collateral or how you can work with the Investment Consulting Group, email investmentconsulting@wealthcarecapital.com GDX360 Profile Collateral Client Questionnaire Client Experience Powerpoint Scenario ReportFor questions on this case study or to…
2023 GDX360® CMA’s
GDX360 Capital Market Assumptions were updated on February 19, 2023. The initial CMA (used for the first ten years of the plan) has been updated but not the Normative CMA (used from plan year 11 and beyond). The inflation assumption remains at 2.85% for the next ten years since returns for stocks and bonds is…
Black Diamond
Wealthcare Capital Management (Wealthcare) is proud to offer Black Diamond advisors their turnkey planning and investment solution, GDX360®. This easy-to-use process aligns goals-driven financial planning with a flexible investment choice framework. As a technology-enabled RIA with a proprietary financial planning process model and patented Comfort Zone® technology, our approach integrates and elevates the Goals-Driven wealth…