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: 217.824.4211.
Read more about Investment Strategies
Is Rebalancing Your Investment Portfolio Beneficial?
Many investment firms recommend a periodic rebalancing of one's portfolio. Let’s look at what rebalancing means and why you’ll not see me taking their approach. What does it mean to rebalance a portfolio? Rebalancing a portfolio is an asset allocation strategy. Assets...
The Future of Chinese Stocks in U.S. Exchanges
What is the future of Chinese stocks in U.S. Exchanges? It is no secret that China's overall strategy is to become the main player in world economics. And, we in the U.S. shouldn't be surprised at this ambition. China is the world's most populous country. The stock...
Why CSH Invests in Individual Securities and NOT Mutual Funds
If you've been investing for any length of time, you've probably owned some mutual funds. And many wonder which is better -- mutual funds vs individual stocks. While first founded in 1924, the mass adoption of mutual funds in the 1980s was game-changing for individual...
Everyone deserves a reliable financial partner they can trust
Working together we’ll ensure you live a comfortable, financially-stable life.