White Paper: The Case for Investing in the Water Industry
In this white paper, we discuss water-related crises, opportunities for solutions, and reasons for adding water investments to your retirement portfolio. Read Clear Waters here, and email us at contact@collegiatecapital.com for a free consultation.
White Paper: The case for Roth supplemental retirement plans
Diving deeper explores the advantages and flexibility offered by Roth supplemental retirement plans. Here we dive deeper into Roth supplemental accounts, detailing some notable differences between those and Roth IRAs. We also provide specific examples of how Roth assets may... Read More →
White Paper: University account attributes and portfolio management tips
Charting new waters focuses on our firm’s all-encompassing approach to portfolio management. In this paper, we deliver further into portfolio management techniques by addressing potential tax savings of Roth supplemental accounts, the flexibility provided by brokerage trading platforms, and benefits... Read More →
White Paper: University retirement accounts and tax implications
Effective management of a retirement portfolio requires an ongoing, focused effort. As a university professional, your retirement portfolio requires special consideration due to the nature and number of accounts involved. Read Navigating your path to retirement here, and email us at... Read More →