Investment Strategies

Our goal is to minimize your risk, and maximize your return.

Your return depends on what asset classes you are invested in (ie. what percent stocks, bonds, real estate) as opposed to which stocks, bonds etc.

Over the past 15 years 92.2% of large cap funds, 95.4% of mid-cap funds, and 93.2% of small-cap funds have lagged their benchmarks.

Every client we work with is positioned to have a solid cash cushion for emergency expenses. This avoids the need to dismantle their long-term investment plan should the unforeseen arise.

Invest For The Long Term…

Insights

Financial Service Firms & Managed Accounts

September 6th, 2019|0 Comments

FINANCIAL SERVICE PROVIDERS & TRUST What’s most significant to you when it comes to selecting a financial services provider? According to the results from many recent surveys, trust was named as the most significant issue for evaluating financial services providers; outranking client service, performance, and variety of product. But how do you judge trustworthiness? Some financial service [...]

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How sure are you that you’re getting as much as you’re entitled to when it comes to Social Security Benefits? Even if you’ve already filed, we can get your benefits reassessed.