After serving my country for 20 years in the military I have learned some very valuable lessons. One of the most important lessons is, "Don't charge up a hill unless you know what's waiting for you at the top." When I look at managing investments I believe the same philosophy holds true.
If you don't have a deep understanding of the current economic environment and how the different investments work in these environments, how can you charge up a hill with an investment plan and hope to be successful? It's important to take into account many different factors - to find out what's at the top of that hill. Too often investors focus solely on generating the highest returns or setting a course and forgetting about it. An investment plan should be focused on your goals and income requirements, with a level of risk you're comfortable with, so that a downturn in the market doesn't put your lifestyle or retirement in jeopardy. Investing also requires flexibility and the ability to make adjustments as economic conditions or your needs change. Typically there isn't just one danger at the top of the hill. There could be multiple dangers, and understanding what those dangers or risk factors are is a critical component of my hands on approach. If you're ready for active management of your hard earned money, call me today and we charge up that hill together.