Insights

At Elemental Wealth Group, we pride ourselves on staying at the forefront of financial industry trends and innovations. Our team's unique blend of academic expertise and real-world experience allows us to offer our clients cutting-edge strategies backed by rigorous research.

Publications & Research

Our team’s research has been recognized in both academic and industry circles:

Our work on retirement investing and the impact of fees on long-term savings has been featured in prestigious publications such as the Wall Street Journal, USA Today, Financial Times, and on CNBC's Squawk Box, among others.
Research on conflicts of interest and investor behavioral biases in the 401(k) industry has won best paper awards at academic journals.
The team regularly contributes to academic publications, offering insights on topics ranging from behavioral finance to the latest in retirement investing

Industry Insights

We believe in sharing our knowledge to empower our clients. Some of the key areas we focus on include:

Retirement Planning Trends: We analyze shifts in retirement planning, from changing Social Security strategies to the rise of non-traditional retirement models.
Investment Strategy Evolution: Our team stays abreast of developments in investment theory. Much of what is practiced in the industry has been influenced by academic research.
Tax Strategy Innovations: We continually update our knowledge on tax law changes and their implications for wealth management strategies.
Technology in Finance: We explore how fintech innovations are reshaping personal finance and investment management.

Tailored Strategies for Every Client

At Elemental Wealth Group, we understand that no two clients are alike. That’s why we leverage our industry and academic insights to craft strategies tailored to each client’s unique situation:

Personalized Risk Assessment: We use the latest in behavioral finance research to accurately gauge each client's risk tolerance and capacity.
Custom Asset Allocation: Our investment strategies are built from the ground up for each client, considering their goals, time horizon, and market outlook.
Tax-Efficient Planning: We employ cutting-edge tax minimization strategies, customized to each client's tax situation and financial goals.
Retirement Income Optimization: For retirees and near-retirees, we create personalized drawdown strategies that maximize income while minimizing tax impact.
Legacy Planning Innovation: We utilize the latest estate planning techniques to help clients efficiently transfer wealth to future generations or charitable causes.

Staying Ahead of the Curve

Our commitment to ongoing education and research ensures that our clients always benefit from the most current financial strategies:

Regular attendance at industry conferences and academic symposiums
Ongoing professional development and certification maintenance
Collaboration with academic institutions on finance research projects
Internal knowledge-sharing sessions to disseminate new insights across our team

At Elemental Wealth Group, we believe that our dedication to staying at the forefront of industry insights translates directly into better outcomes for our clients. By combining academic rigor with practical experience, we’re able to offer truly innovative and creative wealth management solutions.

Ready to experience how our industry insights can benefit your financial future? Schedule a consultation with our team today.

Meet the Elemental team

Learn more about our team and how we can help you achieve your goals.

INSIGHTS