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How a Healthy Lifestyle Affects Your Financial Future

by | | Grow, PERSONAL FINANCE, Protect, Sustain

As financial consultants, we spend a lot of time focused on the health of your financial accounts. We take deep looks at your rates of return, cash flow, investment mix, and more to determine the ideal financial model for building your life. But we don’t often talk...

Uncertain Futures and the Importance of an Abundance Mindset

by | | Grow, Sustain

Turbulent times in the world can magnify troubles and make them seem even larger than they are. Whether investment woes, unexpected bills, or uncertainty in a career, these problems can dominate your mindspace and keep you trapped in a vicious cycle of pain and fear....

Unique Challenges in Wealth-Building for Physicians

by | | Grow, Sustain

Doctors are frequent subjects for television, books, and other forms of cultural reflection. They’ve been glamorized and satirized and held in great esteem. They’re trusted advisors and spokespeople for improving health. Along with all of this acclaim comes one of the...

The Four Challenges to Building Wealth: Financial Organization and Coordination

by | | PERSONAL FINANCE, Protect, Sustain

You’ve made it to our final segment of our series concerning the four challenges to building wealth. We’ve explored hurdles like financial institutions and ways to adopt their strategies, lost opportunity cost, and the velocity of money. Your biggest challenge to...

Four Challenges to Building Wealth: Rules of Financial Institutions

by | | ENTREPRENEUR, INVESTING, PERSONAL FINANCE, Sustain

In continuing our exploration of the four challenges to building wealth, we’re looking into the rules of financial institutions today. We’ve written at length before about how financial institutions operate to get and keep more of your money. Take the time to educate...

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JarredBunch

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JarredBunch is an independent Registered Investment Advisory firm headquartered in Indianapolis, IN with offices in Tampa and New Jersey.

Our mission is to educate, guide and counsel our clients to achieve their full financial potential.

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Become the Beneficiary of Your Life Insurance

Did you know you can use the money in your life insurance policy while you're still alive? Learn how to become the beneficiary of your policy and start living the life YOU want!

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Measure Your Net Worth

Understand your current net worth by completing this simple interactive exercise.

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Cash Flow Exercise

You can't move forward with building and securing your wealth if you don't understand what's coming in and where your funds are allocated. Financial organization is crucial. This exercise will help you set the groundwork for an organized and powerful financial future.

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10 Biggest Wealth Eroding Factors

Traditional thinking can keep your money blind to the things that can hurt it the most. You need to know what these wealth eroding factors are and how to mitigate them.

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Live the Life You Want

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Risk Tolerance Quiz

How willing are you to accept risk in your investment/retirement savings?

Find out by taking this quiz to understand your personal tolerance for investment risk. This is one of the fundamental issues to consider when planning your investment strategy, either alone or in consultation with your professional financial advisor.

Choose the option that best describes you. There are no “right” or “wrong” answers.

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In general, how would your best friend describe you as a risk taker?
- A real gambler
- Willing to take risks after completing adequate research
- Cautious
- A real risk avoider
You are on a TV game show and can choose one of the following. Which would you take?
- $1,000 in cash
- A 50% chance at winning $5,000
- A 25% chance at winning $10,000
- A 5% chance at winning $100,000
You have just finished saving for a “once-in-a-lifetime” vacation. Three weeks before you plan to leave, you lose your job. You would:
- Cancel the vacation
- Take a much more modest vacation
- Go as scheduled, reasoning that you need the time to prepare for a job search
- Extend your vacation, because this might be your last chance to go first-class
If you unexpectedly received $20,000 to invest, what would you do?
- Deposit it in a bank account, money market account, or an insured CD
- Invest it in safe high-quality bonds or bond mutual funds
- Invest it in stocks or stock mutual funds
In terms of experience, how comfortable are you investing in stocks or stock mutual funds?
- Not at all comfortable
- Somewhat comfortable
- Very comfortable
When you think of the word “risk” which of the following words comes to mind first?
- Loss
- Uncertainty
- Opportunity
- Thrill
Some experts are predicting prices of assets such as gold, jewels, collectibles, and real estate (hard assets) to increase in value; bond prices may fall, however, experts tend to agree that government bonds are relatively safe. Most of your investment assets are now in high interest government bonds. What would you do?
- Hold the bonds
- Sell the bonds; put half the proceeds into money market accounts, and the other half into hard assets
- Sell the bonds; and put the total proceeds into hard assets
- Sell the bonds; put all the money into hard assets; and borrow additional money to buy more
Given the best and worst case returns of the four investment choices below, which would you prefer?
- $200 gain best case; $0 gain/loss worst case
- $800 gain best case; $200 loss worst case
- $2,600 gain best case; $800 loss worst case
- $4,800 gain best case; $2,400 loss worst case
In addition to whatever you own, you have been given $1,000. You are now asked to choose between:
- A sure gain of $500
- A 50% chance to gain $1,000 and a 50% chance to gain nothing
In addition to whatever you own, you have been given $2,000. You are now asked to choose between:
- A sure loss of $500
- A 50% chance to lose $1,000 and a 50% chance to lose nothing
Suppose a relative left you an inheritance of $100,000, stipulating in the will that you invest ALL the money in ONE of the following choices. Which one would you select?
- A savings account or money market mutual fund
- A mutual fund that owns stocks and bonds
- A portfolio of 15 common stocks
- Commodities like gold, silver, and oil
If you had to invest $20,000, which of the following investment choices would you find most appealing?
- 60% in low-risk investments; 30% in medium-risk investments; 10% in high-risk investments
- 30% in low-risk investments; 40% in medium-risk investments; 30% in high-risk investments
- 10% in low-risk investments; 40% in medium-risk investments; 50% in high-risk investments
Your trusted friend and neighbor, an experienced geologist, is putting together a group of investors to fund an exploratory gold mining venture. The venture could pay back 50 to 100 times the investment if successful. If the mine is a bust, the entire investment is worthless. Your friend estimates the chance of success is only 20%. If you had the money, how much would you invest?
- Nothing
- One month’s salary
- Three month’s salary
- Six month’s salary
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401(k) X-Ray

Your 401(k) x-ray will show you how much you’re overpaying in fees and costs associated with other problems. Fill out the form below, and upload the requested information to receive your free analysis!

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Forms to Upload: Fee Disclosure Form (408B2) and Plan Design Summary (5500)
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Learn the Four Challenges to Building Wealth

Do you know the four unique challenges keeping you from building wealth? This ebook provides strategies for overcoming these challenges and a roadmap for building your financial future.

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Get a Free Investment Analysis

You're likely taking on more risk for lower returns with minimal downside risk protection with your current investment plan. Do you know how much you're spending on hidden costs and fees? Let us diagnose and pinpoint your specific plan's problems. A JarredBunch advisor will reach out to provide a FREE analysis of your investments and we'll show you how we invest differently.

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Score My Plan

With a bit of background information, JarredBunch advisors will score your company's 401(k) plan, reach out to you with the results, and provide expert analysis with a preliminary plan for improvement.

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Free Financial Health Check-Up

If you don't have a financial plan that accounts for every aspect of your life and your future, you're not reaching your full potential. We'll analyze your existing plan and tell you where you are now, where there's room to improve and recoup fees and costs, and we'll provide an outline you can use to reach your full financial potential.

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Four Reasons Why a Financial Model Trumps a Financial Plan

Financial Model vs. Financial Plan

Let us teach you why traditional planning doesn't work. Download this ebook to learn all the ways an adaptive model trumps your existing plan and how a simple set of rules can change your life.

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