Matthew Gast

As a financial professional with AXA Advisors, Matthew Gast utilizes a process of education and consultation to help clients achieve their financial goals. This approach mirrors the method he developed as the director of NASA's spacewalk training program. While working at the Johnson Space Center in Houston, Texas, Matthew guided astronauts, start to finish, through the entire spacewalk training and development process.

Capitalizing on his unique experience at NASA, Matthew uses similar skills to assist his clients in identifying and understanding their financial goals and needs. Working as a team, he and his clients develop and implement a plan of action that helps them achieve long-term goals in areas such as retirement planning, education planning, and risk management. Matthew regularly monitors the plan's progress to ensure that changes – both market changes and changes in the clients' lives – are incorporated into the plan, thus keeping the long-term investment goals in focus and on track.

Matthew holds his FINRA Securities Registrations Series 7, 63, and 65, as well as Life, Accident & Health Insurance licenses. He earned his Bachelor of Science degree in Aerospace Engineering from the University of Minnesota in 1999, and his Master of Science degree in Aerospace Engineering from the Georgia Institute of Technology in 2010.

Matthew and his wife Karin currently reside in Weston, Wisconsin with their sons Tristan and Beckett.

 

"This time" is never different . . .

If we believe in the investment approach we have chosen, we can likely avoid the classic investment mistakes which often cause investors to underperform their own investments.

 This is not a strategy built on the notions of timing and selection. Timing cannot be done successfully on a consistent basis. Selection, although counterintuitive in this world of streaming information, is nothing more than a refinement to a well-designed portfolio.

At its foundation, such a portfolio consists of three principles and three practices. Using these, we can weather market changes with confidence and realize the potential for long-term financial success.

                                                                                         Principles

                                                                                        • Faith – Maintain a long-term belief in the future

Patience – Maintain a long-term belief 
in time-tested practices

Discipline – Maintain restraint, even 
in the face of chaos

Practices

Asset Allocation – Determine what percentage of the portfolio's investments are in equities versus debt instruments

Diversification – Determine a broad set of viable portfolio investments to reflect the client's goals and risk tolerance

Annual Rebalance – Reset the allocation and 
                                                                                        diversification annually to capture gains and 
                                                                                        reinvest in undervalued investments


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Partners in Planning, LLC is not owned or operated by AXA Advisors, LLC or its affiliates.