Investment Basics

I have plenty of money, unlike other Hollywood celebrities or athletes that have not invested well.
— Arnold Schwarzenegger


Diversification is taking a mixture of stocks, bonds, real assets to create a portfolio that will on average yield higher returns with less risk.  


Accumulation is Easy, Managing Your Emotions is Not

According to the 2016 Dalbar Quantitative Analysis of Investor Behavior, the average equity investor over the past 30 years has gotten a return of 3.6% while the S&P 500 index has averaged 10.3% over the same period.  Many of the investors we work with are not aware of the amount of risk they have inside their portfolio.  Click the riskalyze picture to determine your risk score.