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Welcome to Banach Wealth Management

Thursday, January 28th, 2010
During 2009 you likely recover some 2008 investment portfolio losses.
2010 will be a more subtle, difficult wealth flow environment.
I can review your wealth goals and provide a plan to meet them.
Talk with me to decide, if I can do what I say.
We develop strategies and manage risk
to meet your wealth distribution needs.
- Joseph Banach, Chartered Financial Analyst
From this site you will be able to:
  • Learn about Financial Behaviors and Risk Management
  • Review Investment Management Strategies
  • Read monthly Market Commentaries
  • Find Investment Guidance Services
  • Please contact us if we can be of service.
This site is for information only. It should not be construed as a soliciation of advisory services in any state where BWM is registered or de Minimus laws apply.
  • Website information is believed to be accurate. However, no guarantees are made. Investment strategy examples are for information only and are not forecasts of future returns. Investments in securities have risk of loss.
By Using This Site You Agree That BANACH WEALTH MANAGEMENT Is Not Responsible For Your Actions Or Decisions. Specific Client Wealth Management Services Are Not Provided On This Site.
  • Thank You For Your Interest.
Banach Wealth Management is licensed by
the Nevada Division of Securities and
registered to do business in Nevada.

Banach Wealth Apr. 17, 2007 Presentation

Thursday, April 19th, 2007
Retirement Investing & Spending Budgets
Planning for a financially secure retirement requires
a thorough wealth management process.
A good process was reviewed and discussed with the
New Mexico American Assoc. of Individual Investors
chapter.  The following questions were addressed.
  • Needed investment portfolio or annuity amount?
  • Annual retirement spending?
Key issues:
  • Investment assets or cash flows
  • Savings rate
  • Risk tolerance
  • Asset allocation
  • Planned retirement life horizon
  • Planned spending rate
Request the presentation at our contact e-mail
address to help review your wealth status and
find your answers to the questions.