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
Value vs Price: You Better Know the Difference
People talk about price ALL the time. "This stock is selling for this..." or "I bought this stock at this and sold it at that." Stock price is just a nominal number, and by itself it tells us nothing. As an investor, you want to know: What are you getting in return...
Why Owning ONLY Stocks and Bonds Won’t Protect You
"The Traditional 60-40 Investment Portfolio is Dead" This was a headline from a Bank of America report. They probably should have said, "Your investments are seriously exposed to major losses or drawdowns." Now, that would have gotten people's attention! They're...
3 Irrational Investing Pitfalls and How to Overcome Them
Studies say that 15% of the time when we are absolutely, positively certain we’re right about something, we're actually wrong. That's overconfidence, and it can be a financially dangerous behavior for investors. The field of behavioral finance studies our irrational...
Everyone deserves a reliable financial partner they can trust
Working together we’ll ensure you live a comfortable, financially-stable life.