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Endowment Wealth Management in the News

By July 2, 2014No Comments

Robert Riedl Quoted in Wall Street Journal Article about Saving for Retirement

On Tuesday, June 17, 2014, Robert Riedl CPA, CFP®, AWMA®, Director of Wealth Management, at Endowment Wealth Management™, was quoted in a article titled “5 Keys to a Successful Late-Start Retirement Plan,” written by Cliff Goldstein.

Robert is quoted responding to the problem many Americans face today; nearing retirement with little to no money set aside for life after work. Approximately 60% of Americans surveyed reported having less than $25,000 set aside for after retirement. Robert Riedl responded to this dilemma by saying to “start building a diversified global portfolio using low-cost ETF models” to make current investments more cost-efficient.

Choosing lower-cost investments when trying to save money while nearing retirement can be a step in the direction of a more financially secure future. At Endowment Wealth Management, we take time to understand our client’s needs to help them incorporate investments that are cost-efficient and structured in a way that is understandable according to their goals.

You can contact Rob directly with questions or comments at or call 920-785-6011.

To read the full article: (may require a subscription with The Wall Street Journal)

Information presented is for educational purposes only and is not intended as an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies, nor shall it be construed to be the provision of investment advice.  Investments involve risk and unless otherwise stated, are not insured or guaranteed.  Be sure to consult with a qualified financial advisor and/or tax professional before implementing any investment strategies discussed herein.  While the firms are related and share corporate offices, Endowment Wealth Management, Inc. and ETF Model Solutions, LLC are each individually registered as an investment adviser in the State of Wisconsin.   A copy of Endowment Wealth Management’s  disclosure document, Form ADV Brochure Part 2, is available upon request.

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