Investor Resources
Financial Tools and Information
Investor Resources
Find tools to help you better understand investing and your money.
By learning more about your finances, you help yourself and help us help you. Tools and resources may be from unaffiliated sources. Use at your own risk.
Market Research
Read market research from a few of our many providers below.
BlackRock iShares 2024 Outlook
Capital Group 2024 Economic Outlook
JPMorgan Guide to the Markets – September 30, 2023
Capital Group Outlook June 2023
Long-term Market Outlook from Capital Group
Investor Resources
Tools for Financial Management
Risk Tolerance Questionnaire
We did not create this questionnaire but it is a great one. Hopefully, Vanguard won’t mind if you use it to guide your investing throughout your life.
Estate Planning
Everplans can help you organize everything your executor will need.
Retirement Planner
Feel free to use this free Planswell resource with or without our help.
Fee Calculator
See how differences in fee rates affect your results over many years.
More Calculators
Great resources for budgeting, investing, home refinancing, and more.
Investor Resources
Investing Topics
Other Tools and Resources
Investments
Though we manage publicly-traded securities of all types, most investors will benefit from low-cost, actively managed model ETF portfolios. Clients may select from portfolio models provided by JPMorgan, BlackRock, State Street and many others. When one of these model providers makes strategic changes, we are alerted to change your portfolio. Similarly, internally managed Bionic Portfolios are updated as conditions warrant.
Retirement
We can manage any type of account that our custodians accept, which is pretty much all types. From individual accounts, 401ks, IRAs, SEP IRAs, to personal trusts, your accounts are important vehicles to potentially defer taxation. We determine the best account to hold specific investments in order to maximize your odds for retirement success.
Insurance
We do not sell insurance or products of any type. We manage portfolios for a low management fee which means our interests are aligned with yours. As you do better, we do better. Fiduciaries like us do not sell products for compensation.
Savings
We offer Treasury and CD Portfolios that typically yield more than savings accounts. Ultra-safe, short-term treasuries currently yield over five percent (as of July 12, 2024), and likely offer better returns than your bank account.
Taxes
Paying taxes on investment gains and distributions reduces your overall returns. Thus, minimizing taxation is important. For clients with taxable accounts, we have engaged 55ip, a JPMorgan company, to manage portfolios in the most efficient and tax-optimized manner. Some clients may benefit from a tax-advantage variable annuity from Nationwide with no upfront fees or withdrawal expenses. Fees are only $20/month which goes to Nationwide and a 0.57% management fee to us. We will work with you and your tax team to find the best solution for you. We do not give tax or legal advice.
Debt & Credit Cards
We do not offer debit or credit cards. We suggest talking to someone at your current bank or checking with NerdWallet to find your best options.
Investing Blog
Divorcee Wealth
Divorcee Wealth: Navigating Financial Independence Introduction Divorce is a life-altering event that impacts various aspects of a person's life. Though gender roles have evolved over time, newly divorced women who have not had the main responsibility for managing a...
Low Management Fees
Low Management FeesLow Investment Management Fees A Comparative Analysis Introduction Investing can be a powerful tool for building wealth and securing a prosperous future. However, one aspect that is often overlooked but crucial to consider is the impact of...
Choosing a Financial Advisor
Choosing a Financial AdvisorWhat to Consider When Choosing a Financial Advisor Selecting a financial advisor is a crucial decision that can significantly impact your financial well-being. With numerous options available, it's essential to carefully evaluate various...
Exchanged-Traded Funds
Benefits of Exchange-Traded Funds (ETFs) Investing in the financial markets offers individuals the opportunity to grow their wealth and achieve their financial goals. Two popular investment options are exchange-traded funds (ETFs) and mutual funds. While both offer...
Knowledge is power.
Disclaimer
Nothing on this site should be considered tax, legal, insurance, or investment advice. Decisions based on information on this website are the sole responsibility of the person viewing the site. You agree to hold Bionic Capital LLC, its officers, employees, and independent contractors, harmless against any and all claims, losses, liability, and expenses arising from its use.
Investing Risks
The value of an investment may go up or down. An investor may not receive the amount initially invested, and income, if any, may fluctuate. Past performance is not necessarily indicative of future returns. Potential clients should consider their investment objectives and constraints, among other things, before investing. Contact Dean Erickson, CFA at (310) 734-8500 for a discussion of risks.
Company Brochure
Click here to read our company’s 2024 Brochure to learn more about how we conduct our business. You can also learn more about us on the SEC website.