TGA Capital Management
Our Research
Questions about any of the information we've covered below? We'd love to hear from you - drop us a line.
Downloadable PDF's
A Wealth of Information
Separate Account Management
Separately managed accounts (SMAs) play an important role in providing investors choice in how they access professional investment management.
They also offer the flexibility to tailor a portfolio that is responsive to the needs of high net worth individuals.
How to Analyze Your Investment Costs
Do you know your total investment costs?
Working with a fiduciary makes all the difference.
Understanding Market Downturns
For prepared investors, market downturns can represent great opportunity. Is it worth getting concerned when markets stop or even reverse their upward advance?
Your best defense: Make a plan and stick to it.
It isn't Investments that Get Tested, it's Individuals
“Making appropriate monetary policy in this environment requires humility, recognizing that the economy evolves in unexpected ways.”
-Jerome H. Powell, Chair of the Federal Reserve
Active vs. Passive Portfolio Management
Active investing: attempting to add value
Passive Investing: focusing on costs
Blend the approaches with asset allocation.
Reaching Retirement, Now What?
You've worked hard your whole life anticipating the day you could finally retire. Well, that day has arrived!
But with it comes the realization that you'll need to carefully manage your assets to give them lasting potential...
TGA Capital Management- Retirement Expense Forms
Use this worksheet as a tool to help you meet your retirement goals - a TGA Capital Management Retirement Income Planner can help.
Download PDF
How Can I Gauge My Risk Tolerance?
Risk tolerance is an investment term that refers to your ability to endure market volatility.
Download this article about risk to assist in understanding your personal risk tolerance.
Risk Tolerance Worksheet
All investments come with some level of risk, and if you're planning to invest your money, it's important to be aware of how much volatility you can endure. Your tolerance for risk affects your choice of investments and the overall makeup of your portfolio.
Use this worksheet to help assess your level of risk tolerance.