| Conservative Financial Strategies
We specialize in structuring dividend-focused portfolios for many investors, especially those approaching or in retirement.
Current Outlook: Maintain a modest over-weight allocation to dividend-paying stocks, under-allocate to bonds and diversify into non-correlated investments, including alternative investment strategies within a typical portfolio. Over the long term, our goal is to ultimately provide consistent returns, with a focus on reducing volatility.
For clients who want to access their account online, please click here: My Accountview
Contact Us via email or call 267-864-2000 to speak with an Advisor.
Our Approach: Conservative Financial Strategies
We believe Ben Bernanke and the Federal Reserve are largely responsible for the extraordinary increase in stock prices over the past several years. We do not attempt to "Fight the Fed", and keep a keen eye on signs that their massive and unprecedented printing of money will slow, forcing the economy to stand on its own. As such, this requires careful attention to a diverse asset allocation and selection of assets that may provide protection against a falling stock market.
Contact one of our advisors to discuss our Conservative Financial Strategy approach, or join us for one of our many Seminars in our on-site seminar room.
Asset allocation does not ensure a profit or protect against a loss. The payment of dividends is not guaranteed. Companies may reduce or eliminate the payment of dividends at any given time. Stock investing involves risk including loss of principal. Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interst rates rise and bonds are subject to availability and change in price. Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor's portfolio. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses. No strategy assures success or protects against loss