Investment Strategies
Investment Strategies
A strategy that prioritizes protecting your assets needs a foundation in good research. What’s most important to us is that you don’t lose money. We specialize in strategies that safeguard your investments so when big gains come you can have confidence that we’re able to protect them.
We’re constantly analyzing and asking questions on your behalf- Do you have too much in low return fixed income? Are the funds you own appropriate anymore ? What if the U.S. stock market would go down the next decade?
We’ll work with you to create an investment plan that is in line with your goals, continue to monitor progress, and adjust as life brings change.
Call us today to get started:
Taylorville, IL: 217.824.4211
Columbia, MO: 573.808.1959
Read more about Investment Strategies
Not Business as Usual
I saw a post from a financial advisor the other day. You remember the day probably; it was the one where the Dow Jones fell over 1000 points. He was making the point that investors shouldn’t panic, that they should be in for the long haul and how if you take your...
What is intrinsic value???
We talk about intrinsic value here from time to time. In order to define intrinsic value, we need to explain what it is not. It is not the stock price. Although most of the time the stock price of any given security is very close to intrinsic value. This is because...
Avoid These 4 Types of Delusional Thinking to Protect Your Investments
Is Intelligence a Handicap in Investing? Being really smart is mostly a good thing in life. Smart people tend to live longer, earn more, and have a higher quality of life with greater opportunities. A certain level of intelligence is necessary for investing, but it...
Everyone deserves a reliable financial partner they can trust
Working together we’ll ensure you live a comfortable, financially-stable life.