Investments

Our Economic Model has three distinct components reacting to financial assets. The categories are arranged in order of importance, Protection, Savings and Growth. As we make our way through the hierarchy of assets we have learn more about “what gear our money is in” and how each component works.

Our Investment, or Growth Conversation, begins with an education of how markets work and the Efficient Market Portfolio Hypothesis. We discuss how individual investments work such Bonds (loaning) and Stocks (owning), but also have an in-depth conversation about different Asset Classes, Sectors and Global markets.

Understanding the differences between Passive Asset Class Investing versus Active Management is key to the Investment conversation and recommendations. Our process allows you to explore both avenues and understand the best fit.

When exploring the world of investments, it’s important to gain a broad perspective of the various types for a clear understanding of how each of them can work towards achieving your objectives. Each has its own investment characteristics which, when applied individually, may not be appropriate for your financial profile; however, when they are strategically combined in a portfolio, they can work in concert to meet your investment objectives within your risk parameters.  It is, therefore, important to consider all investments in light of your specific objectives and risk tolerance.