Retirement Accounts

If you have assets in an IRA, 401(k), pension, or other qualified retirement plans, consider Wave 8 Wealth Management as your trusted investment strategist, focused on achieving your unique retirement goals.

In addition to our expertise in managing conventional tax-deferred stock portfolios, we offer diversification through our pairs strategy.

This approach uses our proprietary SWELL to screen thousands of stocks daily, identifying specific paired stocks with a high probability of short-term volatility with inverse correlations. These self-hedging stock pairs help mitigate potential risks associated with market fluctuations. When implementing this strategy, Wave 8 Wealth Management selects one side of the stock pair to go long (expecting an increase in value) and the other side to go short (expecting a decrease in value). This dual approach allows for the opportunity to capture gains on the long side while also profiting on the short side.

Our focus with the pairs strategy is on achieving quick and modest profits while minimizing losses through automatic stops. This is accomplished through short trading cycles, typically ranging from 2 to 7 days for each pair. These investments are ideally suited for qualified plans, as the trades often produce short-term capital gains, which receive beneficial tax-deferred treatment.

At Wave 8 Wealth Management, we are committed to the responsible stewardship of your assets, dedicated to both the preservation and growth for your retirement savings.

For those seeking guaranteed returns and a stable income stream, we also provide fixed-indexed annuities*, ensuring peace of mind.

*Some IAR’s of Wave 8 Wealth Management are licensed to sell insurance products and will earn a commission in addition to the advisory fee charged when an insurance product is sold.”