Understandable Strategies

Understandable Strategies is One of our Primary Goals for Every Client

Whether you are highly experienced or just getting started, we want you to have a working knowledge of why and how our Strategies will work for you. Granted, the inner workings of some investments can be complex, but so are the inner workings of my car engine. I can still drive well enough without perfect knowledge of my engine, and you can learn how to drive your own strategies.

Your understanding and agreement with the Strategies developed for you are essential to their success. For Example: Most everyone have heard about bank CD’s. CD’s have guaranteed principal, interest payments, and penalties for early withdrawals. As an Understandable Strategy, the key elements would include safety of principal, interest earnings, and time to maturity.

Although current interst rates are too low to meet out Competitive Returns expectation, CD’s are understandable on its main points. You may not know all that your investment is, in order to understand what your investment does.

When we develop a number of investment strategies for you, it’s a little like a doctor prescribing a number of prescriptions for one patient. We may use long or short term time lines, a small or large percentage of your portfolio, or it may be to hold cash and wait & see.

However, the strategies must meet the needs of the person employing it. As I have stated earlier, your success depends on your basic understanding and agreement. We will guide you through the process.

If this sounds like the way you would like to develop your investment plan, then CLICK HERE and let’s start a conversation.

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