Science, math, AI and programming methodologies can contribute to optimizing portfolio returns. Of course, if you’re close to or in retirement, understanding and mitigating risk is as important as the return. How will you ensure you’re properly balancing both for income?

The US Wealth Advisors is a registered investment advisor with the states of MD, VA, DE, and OH and only transacts business in states where it is properly registered, or notice filed or excluded or exempted from registration requirements. J’Neanne Theus is an authorized representative with Howard Capital Management LLC (HCM) and the returns shown are HCM’s aggressive SDBA allocation for 401K’s.

*Past performance may not be indicative of future results.