How to Diversify Your Assets in Equities

Diversification, it is a term we often hear thrown about to explain how one can properly protect their investments.  How many times have you heard someone say “I don’t want to keep too many eggs in one basket”?  What they are talking about is being diversified.  Many people feel if they invest their money with …

Why Do You Invest?

The answer to that question for many people is: I invest in order to make money. On the surface that might seem to be the most obvious and simple answer. But is it? The real answer is a little more complicated than that.

Unraveling the World of Financial Products

Relationships Built Upon a Foundation of Knowledge The most important thing in our business is our relationship with our clients. One of the ways we work toward this ideal is to provide educational opportunities. We help to broaden our client’s understanding of wealth management in several ways including client meetings, our newsletter and also in …

What’s the Story on Mutual Funds?

Mutual funds have been around for years and were created to allow small investors to have their money professionally managed in order to diversify and protect their savings. The funds allowed investors, who were just getting started, to put money away without taking on high risk.              Most company retirement plans utilize mutual funds as …

The Importance of Asset Allocation

In the world of investing, people often want to know what the best investment is for them. The answer is not only what to invest in, but more importantly how to invest. There are many ways to invest money, but ultimately most investments in the financial world come down to stocks and bonds. People who …