Elizabeth M. Bennett, MBA Principal and Certified Financial Planner™
INTERCOASTAL WEALTH PLANNING
“The new year is a powerful catalyst for financial transformation. Now is the opportune moment to solidify the financial resolutions you intend to achieve this year,” says Certified Financial Planner Elizabeth Bennett. Perhaps your objective is simply to master the mechanics of your current wealth, or perhaps the rapid pace of time necessitates professional intervention. Whether you require a comprehensive financial plan, a robust investment portfolio or simply a defined trajectory to meet your future aspirations, your resolution demands a concerted and strategic effort. “Take command of your financial future—or engage the expertise required to guide you there,” advises Bennett.
Q: What is the investment outlook and recommended strategy for 2026?
A: Following three years of double-digit returns, it is imperative to secure gains. While continued investment in high-quality equities and fixed-income assets is warranted, it is prudent to begin strategically diversifying out of volatile positions. Reallocating a portion of the gains realized over the past three years is a proactive approach to risk management and capital preservation.
Q: What process dictates the optimal allocation for my capital?
A: Our approach is founded upon a comprehensive financial plan, critical for a thorough understanding of your current financial position, your specific time frame and your ultimate goals. After establishing this foundation, we can construct a fully customized portfolio to align with your individual risk tolerance and generate the necessary asset performance to lead to successful outcomes.
Q: Should alternative assets, such as precious metals (gold and silver), be considered for diversification?
A: A sophisticated investment portfolio benefits from including alternative assets, each tailored to distinct investment objectives—whether they prioritize absolute return, consistent income generation or uncorrelated diversification. Thoughtfully integrating alternative investments into your portfolio can meaningfully enhance long-term outcomes and provide greater certainty in achieving your financial milestones.
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Securities offered through J.W. Cole Financial (JWC) member FINRA/SIPC. Advisory Services offered through J.W. Cole Advisors, Inc. (JWCA). Financial planning, insurance, and tax services offered through Bay Financial Planning and Tax Services, LLC DBA Intercoastal Wealth Planning , a Registered Investment Adviser, Bay Financial Planning and Tax Services, LLC and JWC/JWCA are unaffiliated entities.
This branded content is from the February 2026 issue of Boca magazine. For more from this year’s Ask the Experts special section, click here.
