Investment Strategies

Which investment strategy is best for you?

In today’s marketplace, there are more choices available to consumers than ever before. Determining the best investment strategy for you depends on your answers to several important questions.

  • How long do you plan to save?
  • How soon will you need your money?
  • Do you need flexibility to access your investment without penalty if an unexpected event occurred?
  • What is your marginal income tax rate?
  • How are your current assets invested now?
  • How much risk can you afford and are you aware of the different types of risk?
  • How do I minimize my Capital Gains exposure?
  • How will the sales of my funds affect my Income Tax?

We believe an investment strategy should only be developed based on your answers to questions like these rather than advice given in television or radio advertisements.

Contact us to set up a meeting to discuss your individual needs.  Phone 707-446-7623,