Investment Strategies

The primary investment approach for client accounts includes strategic and tactical asset allocation. Portfolios are globally diversified to control the risk associated with traditional markets. The investment strategy for a specific client is based upon the objectives stated by the client during consultations. The client may change these objectives at any time. Each client executes a Client Profile that documents their objectives and their desired investment strategy. Other strategies may include long-term purchases, short-term purchases, trading, short sales, and margin transactions. All investment programs have certain risks that are borne by the investor. Our investment approach constantly keeps the risk of loss in mind.

What will your investments be worth when you retire?

This useful wealth calculator linked below is ran by Ramsey Solutions by Dave Ramsey, allows you calculate what your current investments would be worth when you reach your desired retirement age. Simply enter in what you have to start with investments, what you can contribute monthly, what your desired rate of return is, and your desired retirement age. The calculator would output the number that your investments would be worth when you reach that retirement age. It is a good tool to understand how useful investing can be, because it will multiply your money over the years to help for retirement.