Clients Laugh at Money Problems I Portfolio Wealth Advisors

November 14th, 2014 by

Portfolio Wealth Advisors senior managing parters, Lee Munson and Tracy Ann Miller, discuss how client’s can laugh at money problems.
In Oklahoma City a couple months ago I had dinner with John and Tammy after doing a big comprehensive plan. At one point they said to me that they now laugh at money problems. This is great but what does this mean?
They were so worries after talking with various people about whether they should choose X, Y, or Z. Imagine, your financial plan is like a hammer; it is not good or bad, but depends on what you are putting into the wall. A screw or nail. After that the rest is simple.
That’s what really differentiates us. We were able to give them this calm and clarity, and that was the first time in their life they didn’t think of this as complicated at all.

Learn more about how Portfolio Wealth Advisors can help you secure your financial future so you can retire and stay retired – reach us at (866) 222-4391 and

Tracy Miller and Oklahoma financial community traveled to Washington D.C. to discuss crucial retirement-related public policy issues – Allianz

November 14th, 2014 by

Ms. Miller goes to Washington
Oklahoma CFP joins Allianz president and CEO Gary Bhojwani in Washington D.C.
Tracy Ann Miller CFP,  with other leaders in the financial community traveled to Washington D.C. alongside Allianz President and CEO Gary C. Bhojwani to discuss crucial retirement-related public policy issues with the Oklahoma congressional delegation. The specific mission of the trip to Capitol Hill was to educate elected officials about the challenges facing retirees and the opportunities that guaranteed sources of lifetime income (annuities) provide.
On September 13, they met with key staff members for each of the members of the Oklahoma congressional delegation and had in-person meetings with Representative Frank Lucas, and Senators Tom Coburn and James Inhofe. The agents asked the congressmen to support specific pieces of legislation that will help Americans become better educated about the need for guaranteed lifetime income and help make annuities become more widely available.
These advocacy meetings build a dialogue around annuities and encourage our elected officials to recognize the steps Allianz financial professionals are taking to help constituents secure their retirement futures.
To find out more about guaranteed lifetime income and insured retirement solutions, contact Tracy Miller at 405-917-5309.

Introductions I Portfolio Wealth Advisors I Lee Munson

November 14th, 2014 by

When I first started this firm I just focused on money management; how to put peoples stock and bond portfolios together.
When I started my firm it was all about managing risk on the other things in a person’s life; their insurance, their estate planning, and all the financial planning things that take care of those other aspects.
What we found out is that if we join forces, and got great staff with talents that complemented our own, we could actually create a framework where, imagine if all your money worries, you just laugh them off.
That’s what differentiates us with our financial plans.
That’s right. That why our clients always say that they enjoy talking to us and that they have calm and clarity. We use our collective wisdom and a better investment philosophy in order to have any type of personal situation, any type of financial market, and we guide clients through it. A piece of cake!
That’s what we are experts at!

Learn more about how Portfolio Wealth Advisors can help you secure your financial future so you can retire and stay retired – reach us at (866) 222-4391 and

Crude’s fall from grace a buying opportunity?

October 3rd, 2014 by

Lee Munson, Chief Investment Officer of Albuquerque based Financial Planning firm Portfolio Wealth Advisors is asked to explaine how to take advantage of the drop in oil – and how to avoid misinterpreting the move.

“This is about the Fed messaging to the market that we’re not going to get any inflation.”

Lee Munson suggests looking at asset classes that have made a major downward move and have positive expected return going forward. Emerging markets and REITs are prime candidates to rebalance in a well diversified portfolio. Or, to sum it up in a sound bite:

“Look at things that got hit recently and go make some money.”

If you would like to have a more meaningful conversation with Lee Munson to discuss how to retire and stay retired, reach us at 505.884.3445 or contact Lee Munson directly at

Why Buy Emerging Markets? Inflation!

October 3rd, 2014 by

Maria Bartiromo asks Albuquerque Financial Planner and Market Expert Lee Munson why investors should own emerging markets. Avoid making the mistake of hedging inflation with the wrong tools.

“There is little reason investors should own gold when emerging markets stocks correlate with commodities and inflation. But, emerging market stocks earn money, own real assets, and often pay dividends. Plus, over time emerging markets have higher expected returns than US domestic stocks because of the added political risk.”

If you want to learn more about how Portfolio Wealth Advisors can protect our retirement from inflation, call us at 505.884.3445 or reach Lee Munson directly at

Munson says there’s bigger problems with CSCO

October 3rd, 2014 by

Albuquerque Financial Planning expert Lee Munson is asked his opinion on CSCO, John Chambers, and Silicon Valley by Jeff Macke from Yahoo’s The Breakout.

“we still have problems in Silicon Valley. We still have issues with shareholders rights. We saw it with Alibaba, we’re seeing with Google and this is just another systemic issue,” Munson says, adding, “you can’t get these people out.”

“We always like to talk about shareholder rights. That’s not really something that’s discussed in Silicon Valley.”

For more information oh how Portfolio Wealth Advisors can help you retire and stay retired – reach us at 505.884.3445 or contact Lee Munson directly at

Financial Services Roles Need Redefining

September 15th, 2014 by

The Suit Magazine interviews Portfolio Wealth Advisors. For the full interview click here and here to see the print version.

Tracy The Suit

“It is an idea that has a lot of merit, but also has a lot of difficulties,” Miller said, noting that much of the difficulty comes from within the industry itself. “The industry needs to put aside its differences and step up and do what is right for our individual clients.”

A longtime veteran of the financial services industry, Miller is asked her opinion on the jargon that plagues the industry.

“All of these terms can relate to the exact same activity in any given instance, so it is no wonder people are confused. From that point of view, establishing a national uniform fiduciary standard might make sense and clear things up,” Miller pointed out. “There simply is too much jargon in our industry that our clients do not understand. If we don’t work on cleaning that up, we are not going to make any progress.”

CNBC asks Lee Munson: Buy the Dip?

September 2nd, 2014 by

Albuquerque financial expert and money manager Lee Munson is asked his opinion by Elizabeth Schulze from how to buy on the dip. Here is the link and an except of the interview:

“You are rewarded by taking on uncertainty,” Portfolio Wealth Advisors CIO Lee Munson said. “You do not make money by getting rid of uncertainty. So you want to look at buying the dips or rebalancing the dips as ‘if I get rewarded for taking on uncertainty risks, then why on earth would I want to spend much time not taking on uncertainty risk?’”

Munson said investors who have globally diversified portfolios, including stocks and bonds, are positioned to take on a market correction. When it comes to investing in individual stocks, he said it is important for investors to “do their homework.”

“Set the price and the position size,” he said. “At what price will I buy, how much of my portfolio will I dedicate to it, and am I going to buy all at once or am I going to buy multiple times?”

If you would like more information on how Lee Munson and his team can help you retire and stay retired – call us! Reach us at 505.884.3445 or Lee Munson really does talk to people one on one and will help you invest for today and plan for the future.

What kills a bull market?

August 29th, 2014 by

CNBC’s Steve Liesman, and Lee Munson, Portfolio Wealth Advisors CIO, discuss how the Fed has impacted asset prices and if exiting QE will freak the stock market.

“Business cycles don’t die on their own, the Fed kills them.” Munson had strong words for those that suggested this business cycle is ready to end. “We don’t have a crystal ball anymore than the next person. You invest for today and plan for the future.” Discussing how client’s should be more mindful of their overall plan than trying to time the market based on what the Fed may or may not do could damage your financial health. “Right now we have inflation under target and slack in the labor market. With no clear signs of wage inflation, there is no reason to jump off the ship just because we know eventually the Fed will raise rates. We know cute babies turn into teenagers, but that is not a reason to avoid having children.”
When asked about the Fed hawks that appear to be breathing down Fed boss Janet Yellen, Munson was pretty clear. “A few Fed members that are trying to get the keynote speech at a Rotery meeting is different than actual change in policy. Don’t let the hype fool you.”

For more information on how Portfolio Wealth Advisors can help you plan for your retirement, call us today at 505.301.7399 or reach Lee Munson at

Portfolio Wealth Advisors honored as fastest growing companies 2014

August 15th, 2014 by

This week Portfolio Wealth Advisors was honored as one of the fastest growing firms here in Albuquerque. This year the requirements to be eligible for the increased from growth of 25 percent or more to 30 percent. Portfolio Wealth Advisors was an honoree in 2013.

Albuquerque Business First Publisher Ian Anderson said the high number of eligible businesses and the stiff competition for fastest-growing company are good signs for the future of business in Albuquerque.

“Growth is back,” he said. “These companies are driving economic development firsthand, right here in New Mexico. They are increasing our tax base, creating jobs and spurring innovation, all while facing the headwinds and uncertainty of the last three years.”

President and Chief Investment Officer, Lee Munson, responded to the ranking. “The quality of growth going forward is our top priority. While there has been demand for outside advisors to join our firm, most don’t fit our vision. Once those that didn’t fall ino our vision were able to move on, growth actually increased and our internal happiness gauge went up. This has led to higher client satisfation and the ability to invest more capital in people and technology that delight our clients.”

If you would like to learn more about how Portfolio Wealth Advisors can help you retire and stay retired, call us at (866) 222-4391 or email us at

2014 Fasets growing AVQ

ShareThis Copy and Paste