INVESTMENT MANAGEMENT
The Benefits of Investing with Prudent Money
There is a better way to manage for investment risks. You can have security knowing risk is monitored on your behalf. Today, there is more to money management than just buying and holding for the long-term. In an ideal world, that works. We are far from living in an ideal world.
Let's discuss the benefits of active money management.
Flexibility
Your money is not just managed based upon the ups and downs of the stock market. It is managed based upon risk and growth. There should be a corresponding reward for every risk that you take with investments. If not, there would not be any reason for taking that risk. Contrary to popular belief, there are times when investing in the stock market just does not make sense. Most investors certainly did not receive hardly any reward over the last decade!
Most investment strategies only work when the market goes up. Unfortunately, the market doesn’t always go up. The ability to be flexible is the key.
Personal Management
This system of money management is based upon your goals and objectives. The system provides you peace knowing that someone is looking after your money and making sure that your objectives are met.
Communication
This is the most critical key to an active money management system. I have found that most clients do not have a clue as to what is happening with the management of their money. I write a bi-weekly newsletter to my clients detailing my thoughts on the stock market, the economy, and what opportunities and risks are present with current investments. It is important to be informed as well as to understand. Click here for an example of one of my newsletters during the financial crisis of 2008.
Cost Effectiveness
This is a system based on a management fee and not based upon commissions. Therefore, I have the flexibility to make changes at any given time without you worrying about commissions, transaction charges, and surrender charges. Clients do not pay upfront commissions. There is an asset management fee that covers the management costs and is deducted from the account. By paying that fee, you do not have to worry about additional fees and hidden commissions.
Delegation
Simply put, you delegate the responsibility to me. As long as I am clear on your objective, you can be at peace knowing that your money is being managed with full understanding of potential risks to your investments.
Fortunately, there is a solution that helps to handle uncertainty and risk. It is very simple to set up. You can call my office (972) 386-0384 or send me an e-mail by clicking here and we can visit about your unique situation. You have nothing to lose by at least having me evaluate your risk. Obviously, there are no fees charged for seeing if it makes sense.