Are You Transparent About Your Relationship with Money?

At times, money and relationships can be like water and oil. The two don’t always mix well. The American Psychological Association reports that about one third of all couples say that money is a major source of conflict in their relationships. Money can be a sensitive subject, not just for couples, but for anyone you’re entrusting with financial information.

At Illumination Wealth, we provide financial planning services that are very personal in nature and require us to earn the trust of our clients. We help clients to maximize the return on their financial life. We help couples solve their money problems together by making the most of their combined resources. To earn our clients’ trust, we operate with integrity and transparency in everything we do. This is one of our core values.

In this edition of our newsletter:

• Matt Rinkey Appearances
• Illumination’s Core Values

Matt Rinkey Appearances

How to Improve Your Relationships and Your Relationship with Money

Matt talks with The American Dream Show’s Craig Sewing and family law attorney Scott Finkbeiner from Wilkinson & Finkbeiner about the financial issues that couples face. It is important to get clarity on your financial life both as an individual and as a couple. When you talk productively about money, your relationships will be much healthier. When you develop the right mindset about money, your life will be wealthier.

How to Invest in a Volatile Market

Matt joins Craig Sewing for another episode of The American Dream Show. This week Matt and Craig discuss how geopolitical events have caused volatility in the market and what you must do as an investor to make money. They also discuss how presidential candidate’s economic policy may affect the market, as well as some tax saving tips.

Illumination’s Core Values

At Illumination Wealth, we work under a set of core values that drive every decision we make about how we serve our clients. We believe it is important that we share these core values with you, and you will be learning about a core value of ours each month.

Operate with Integrity and Transparency

We believe that to be a great financial advisor, it is important that we act with integrity in all of our business activities. Perhaps this is a given in any sort of business. For us, this means being truthful with our clients about our advice and why we’re giving it. It means doing what we say we will do and following up on recommendations with clients to ensure their financial plan is being implemented and they are leading their one best financial life. We know that financial decisions can have long-lasting impacts that impact life, and we must always act in our clients’ best interests.

We also operate our business with full transparency. We want our clients to have complete information with which to make decisions. We have a simple fee schedule which we fully disclose to our clients, and they know exactly what to expect from us through our client engagement standards. We use a technology that simplifies tracking our clients savings and goals and provides real-time transparency into all areas of their financial lives. Our clients have online access to their investment accounts which are held in custody by one of the leading online brokerage firms, and they have the ability to withdraw their funds at their discretion.

We operate with integrity and transparency, not only because our clients expect it, but also because it’s the right thing to do.

It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you’ll do things differently. – Warren Buffett

As always, we hope you have found this edition to be enlightening and look forward to hearing from you soon!

All the best,

The Illumination Wealth Team

The opinions and forecasts expressed are those of Matt Rinkey, President of Illumination Wealth Management (IWM) and may not actually come to pass. Mr. Rinkey’s opinions and viewpoints regarding the future of the markets should not be construed as recommendations of any specific security or Illumination Wealth services. No part of this material is intended as an investment recommendation. Neither the information nor any opinion expressed constitutes a solicitation to purchase or sell securities or any of IWM’s services. Do NOT ever purchase any security without doing sufficient research. There is no guarantee that investment objectives outlined will actually come to pass. Investors should consult an Investment Professional before investing in any investment program. Neither Mr. Rinkey or Illumination Wealth nor any of their employees shall have any liability for any loss sustained by anyone who has relied on the information contained herein. Entities including, but not limited to IWM, its officers, directors, employees, customers and affiliates may have a position, long or short, in the securities referred to herein, and/or other related securities, and may increase or decrease such position or take a contra position. The analysis contained is based on both technical and fundamental research. Although the information contain is derived from sources which are believed to be reliable, they cannot be guaranteed. Past performance is never a guarantee of future results.