Brock Williamson

CFP®
Retirement, Investing, Taxes
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“Owner of Promontory Financial Planning, Brock Williamson helps families make better financial decisions. His goal is to provide clients with a clear vision of their financial goals and the resources needed to achieve them.”
Firm:

Promontory Financial Planning

Job Title:

Owner & Wealth Advisor

Biography:

Brock Williamson's passion is helping clients make better financial decisions and grow wealth in tax efficient and tax free ways. He often quotes, "It doesn't matter what you make, it is what you keep...after taxes." His focus is helping clients control what is controllable in financial decisions, which is individual investor behavior. He helps clients build their financial plan while considering the investment and tax rules associated with the strategy. After implementing, he continually monitors the plan and adjusts as necessary. This perspective keeps attitudes, efforts and decisions focused on achieving the ultimate goal of financial freedom.

Brock graduated from Bucknell University with a BS degree in Business Management and then obtained his Master's Degree from St. Joseph's University. He is a CERTIFIED FINANCIAL PLANNER™ and has the Series 65 license.

Brock started his career at SEI Private Trust Company in Oaks, PA where he was an investment analyst working with high net worth investors. Brock was promoted to Regional Director over the Mountain West where he oversaw over $1B in client assets. He then created his own firm Promontory Financial Planning. Promontory is a fee based Registered Investment Adviser (RIA) acting as fiduciary. All advice and planning is in the best interest of each client. Promontory works with individuals and institutions to help them achieve their financial goals. As lead adviser, Brock sets Promontory apart by providing excellent client service and extensive industry knowledge.

Brock is a very positive, optimistic and fun person that thoroughly enjoys life. He loves seeing clients receive an ROI (return on investment) but more importantly an ROL (return on life). He enjoys having a good time with his family and his hobbies include golf, skiing, and being outdoors.

Education:

BS, Business Management, Bucknell University
MSFS, Master Science Financial Services, Saint Joseph's University

Assets Under Management:

$50 million

Fee Structure:

Asset-Based
Hourly

CRD Number:

4876027

Disclaimer:

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Promontory Financial Planning, LLC is a Registered Investment Advisor (RIA).  The content presented on this site is for educational purposes only and is not meant as an offer or solicitation for the sale or purchase of securities or services.  Investing involves risk and unless otherwise stated are not guaranteed. 

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    Asset Allocation
What asset classes perform best in times of deflation?
100% of people found this answer helpful

Deflation (falling prices) is a bad economic and investing scenario for long term investors. To be prepared, I recommend the following steps if you are concerned.

  1. Maintain 2-3 years of living expenses in cash reserves. Dry powder is good during falling prices.
  2. Tilt your equity (stock) portfolio towards Utilities, Health Care and Agriculture. These industries are less price sensitive and do not need to lower prices to attract new consumers. Also, look at good quality companies with histories of healthy dividends.
  3. Look at alternatives or inverse ETF’s that gain if the markets fall.
  4. Individual Gov. Bonds with staggered maturities. If you are in the highest tax brackets, carefully select some strong municipalities for tax free income.
  5. Avoid or reduce Real Estate. Falling prices means lower rents and real estate values.
  6. If deflation hits and traditional asset prices (stocks and real estate) fall sharply along with other goods and services, you will be glad you have some dry powder (point 1) to start bargain hunting!

 

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