Baldwin Partners Group, LLC

Fee based financial planning and portfolio management. $250K min.

Financial Advisers in Pacific Palisades, CA

About

We believe in the principles developed by John Bogle, founder of The Vanguard Group. These principles simply state that investors should strive to capture the market return at a very low cost, expressed primarily by owning index funds. We create an investment plan based on these principles, in the context of a holistic financial analysis that encompasses estate planning, retirement or college costs, and other life events.

Address
1309 El Hito Cir Pacific Palisades, CA 90272

Answers

Q&A
Asked by Edna
Answered by Alex Bentley, Financial AdviserPRO+ in Pacific Palisades, CA
Absolutely. You need to think about what would happen if you cannot make decisions for yourself. Go to a good estate planning attorney and get a living will, power o...
Q&A
Asked by Michael
Answered by Alex Bentley, Financial AdviserPRO+ in Pacific Palisades, CA
Trading is more short-term and investing is more long-term. An example of trading would be buying and selling a stock in a day. An example of investing would be buyi...
Q&A
Asked by Michael
Answered by Alex Bentley, Financial AdviserPRO+ in Pacific Palisades, CA
The major downside risks for investing in bonds are credit risk and interest rate risk. This is true of all bonds, not just tax free bonds. Credit risk needs to be e...
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