445 Search Results for:

  • Advance & Protect

    Posted on June 19, 2015

    Advance & Protect All Seasons Tactical AP20 Benchmark Day Hagan Tactical Dividend Diversified Blend Eaton Vance Focused Energy Global Horizons Global Macro LongTerm Trend Passport Select Mission Series Perennial Growth Protector Series Pure Market Blend Relative Value Fund QBI Select Long/Short Strategic Alternative Model Strategic Income Model Short Term Bond Sustainable Impact Swan Total Market Tilt Trend Write Income Focusing on Protection of Irreplaceable Capital For those who are more concerned with protecting assets and minimizing their potential losses, Advance & Protect is a good strategy to consider. As the markets go down, Advance & Protect seeks to limit the...read the full article

    Read more
  • All Seasons Tactical

    Posted on June 18, 2015

    Advance & Protect All Seasons Tactical AP20 Benchmark Day Hagan Tactical Dividend Diversified Blend Eaton Vance Focused Energy Global Horizons Global Macro LongTerm Trend Passport Select Mission Series Perennial Growth Protector Series Pure Market Blend Relative Value Fund QBI Select Long/Short Strategic Alternative Model Strategic Income Model Short Term Bond Sustainable Impact Swan Total Market Tilt Trend Write Income Strategically Navigating Market Volatility As the markets move up and down, All Seasons Tactical is designed to navigate these changes. This strategy attempts to invest in stocks and bonds that are moving up while avoiding those going down.

    Read more
  • Day Hagan Tactical Dividend

    Posted on June 18, 2015

    Advance & Protect All Seasons Tactical AP20 Benchmark Day Hagan Tactical Dividend Diversified Blend Eaton Vance Focused Energy Global Horizons Global Macro LongTerm Trend Passport Select Mission Series Perennial Growth Protector Series Pure Market Blend Relative Value Fund QBI Select Long/Short Strategic Alternative Model Strategic Income Model Short Term Bond Sustainable Impact Swan Total Market Tilt Trend Write Income Tactically Investing in Dividend Stocks in an Attempt to Minimize Risk The Day Hagan Tactical Dividend strategy actively seeks companies that generate income for shareholders (in the form of dividends) while also providing long-term growth opportunities.

    Read more
  • AP20

    Posted on June 18, 2015

    Advance & Protect All Seasons Tactical AP20 Benchmark Day Hagan Tactical Dividend Diversified Blend Eaton Vance Focused Energy Global Horizons Global Macro LongTerm Trend Passport Select Mission Series Perennial Growth Protector Series Pure Market Blend Relative Value Fund QBI Select Long/Short Strategic Alternative Model Strategic Income Model Short Term Bond Sustainable Impact Swan Total Market Tilt Trend Write Income Built for Multiple Market Environments AP20 is very similar to Advance & Protect; however, it seeks to limit potential losses to -20%. This strategy is designed for investors who are focused on asset protection but are willing to accept higher risk...read the full article

    Read more
  • Who Wants To Be A 401(k) Extraordinaire?

    Posted on June 15, 2015

    Is it realistic to reach 401(k) extraordinaire status in your 401(k) account? Watch this video for tips others have followed to maximize their 401(k) retirement plans. Contact us regarding your 401(k) retirement plan.

    Read more
  • Transparent Communication

    Posted on June 2, 2015

    Goal Identification Investor Profile Survey Plan Development Transparent Communication Transparency from Investment Advisors Once your plan is set in motion, you’ll define how we communicate with you – phone, email, mailings or in-person– but you can expect us to deliver proactive, transparent communications and unparalleled service. You’ll also gain anytime access to statements and performance reports through our portal, Client Experience Optimizer (C.E.O.). Your financial advisor will schedule annual reviews to ensure your financial goals and objectives remain current.

    Read more
  • Plan Development

    Posted on June 2, 2015

    Goal Identification Investor Profile Survey Plan Development Transparent Communication Expected Returns & Plan Development Your financial advisor will conduct a portfolio stress test on your current investments and review your current statements. Our goal is to ensure your financial goals and objectives are in line with your level of comfort in taking on risk so your financial advisor can design a personalized financial roadmap that meets your needs.

    Read more
  • Investor Profile Survey

    Posted on June 2, 2015

    Investor Profile Survey Do you know your risk tolerance? Our quick survey will give you a better perspective to determine if your investment goals and objectives align with your level of comfort in taking on risk. 0-2% 2-4% 4-6% 6-8% More than 8% Next

    Read more
  • Goal Identification

    Posted on June 2, 2015

    Goal Identification Investor Profile Survey Plan Development Transparent Communication Identify Goals with a Personal Financial Advisor During your initial meeting(s) with your financial advisor, you’ll get to know each other at a deeper level so your financial advisor can help you identify what to improve, develop or change as it relates to your wealth. By reviewing your completed confidential client profile, your financial advisor will be able to determine your risk tolerance. Your long-term financial goals and objectives will be identified to set the foundation of your wealth plan.

    Read more
  • Strategy Selection

    Posted on May 22, 2015

    Strategy SelectionAdvance & Protect All Seasons Tactical AP20 Benchmark Day Hagan Tactical Dividend Diversified Blend Eaton Vance Focused Energy Global Horizons Global Macro LongTerm Trend Passport Select Mission Series Perennial Growth Protector Series Pure Market Blend Relative Value Fund QBI Select Long/Short Strategic Alternative Model Strategic Income Model Short Term Bond Sustainable Impact Swan Total Market Tilt Trend Write Income Wealth Management Strategy Selection Education is the key to transparency and we want to help you understand our investment process and strategies because these important financial decisions directly impact your life. Once you have a thorough understanding, we’ll make recommendations...read the full article

    Read more