Evidence excerpts are drawn from stored public Assante advisor pages and are shown with their source links.
What Is My Investment Approach?
One of the most fundamental aspects of my investment approach is that I do not manage your wealth by attempting to predict the direction of the world's stock markets, because they are inherently unpredictable. Instead, your money is invested to help protect you in down markets, while helping you profit in strong ones. What I do is all about helping my clients achieve the life they want. It isn't about picking stocks or markets. There will be many obstacles and roadblocks along the way to financial success, but with the help of myself and my team we are committed to being by your side and making sure you make smart decisions about your money. The financial advice I provide my clients has made me become a life advisor who specializes in money. It's more about life than money.
View published source ↗Words of Wisdom
To invest successfully over a lifetime does not require a stratospheric IQ, unusual business insight, or inside information. What's needed is a sound intellectual framework for decisions and the ability to keep emotions from corroding that frame. Warren Buffet The investor, unlike the speculator, does not have to worry too much about the short term. John Train An investor's worst enemy is not the stock market but one's self. Benjamin Graham Buying at regular intervals eliminates the risk of over investing at a stock market peak. Quentin Lumsden Using contrary thinking is investment at its best and will beat any system. On paper it may seem easy but in practice it is very difficult and requires considerable nerve. Jim Slater A stock market decline is a great opportunity to pick up bargains left behind by investors who are fleeting the storm of panic. Peter Lynch For the investor who knows what he is doing, volatility creates opportunity. John Train If you sell in desperation, you always sell cheap. Peter Lynch When markets and investors get emotional, it creates fantastic buying opportunities, because there's no discrimination between what should go down and what does go down. Yves Tack Discipline is the bridge between goals and accomplishments. Jim Rohn To invest successfully over a lifetime does not require a stratospheric IQ, unusual business insight, or inside information. What's needed is a sound intellectual framework for decisions and the ability to keep emotions from corroding that frame. Warren Buffet The investor, unlike the speculator, does not have to worry too much about the short term. John Train An investor's worst enemy is not the stock market but one's self. Benjamin Graham
View published source ↗WHAT ARE MY BELIEFS?
Being in business for over 25 years, and helping clients make smart decisions about their money, I have compiled my top 10 financial planning commandments. Changing one's portfolio when one's financial goals have not changed is wrong and will depress future returns. The best day of the week to invest money is the one that ends in "day". Take advantage of market downturns. This will help you get that much closer to your financial goals. Having a plan dictates the portfolio. There is no portfolio without a plan. Diversification is key for every plan. With diversification you do not make a killing, nor do you get killed. Studies have shown, about 90% of lifetime returns comes from how much cash, fixed income, and good quality companies you own. To be financially secure, one needs to embrace volatility. It is financial suicide to market time - you must be right twice. It takes great courage to not let "noise" affect your doubts/fears. Financial planning is not something you master in a week/month/year. It is a life long journey. With many long journeys it is best to hire yourself a guide.
View published source ↗Words of Wisdom
Buying at regular intervals eliminates the risk of over investing at a stock market peak. Quentin Lumsden Using contrary thinking is investment at its best and will beat any system. On paper it may seem easy but in practice it is very difficult and requires considerable nerve. Jim Slater A stock market decline is a great opportunity to pick up bargains left behind by investors who are fleeting the storm of panic. Peter Lynch For the investor who knows what he is doing, volatility creates opportunity. John Train If you sell in desperation, you always sell cheap. Peter Lynch When markets and investors get emotional, it creates fantastic buying opportunities, because there's no discrimination between what should go down and what does go down. Yves Tack Discipline is the bridge between goals and accomplishments. Jim Rohn
View published source ↗WHAT MAKES ME DIFFERENT?
I have passion and love for the work I do. I take pride in my work and I have a sincere interest and desire to help my clients. My compensation is tied to the success of the portfolio I help create for my clients. I bring a mindset of innovative learning, dedication, and level of consistency to all my client relationships. Respect, appreciation, and making my clients feel at ease is the corner stone of my business and in building a long term relationship. I work with a select group of individuals and families. This allows me to maintain a high level of service.
View published source ↗
