Broker Check

Asset Management

Making the right choices in today’s diverse investment landscape can be both daunting and outright challenging

Some investments appear sound, but are really based on luck instead of skill and, at some point, luck does run out.  Other investments are only appropriate for those who understand the complexities and issues involved and are financially and emotionally willing to take on those risks.

A plethora of investment products are available to investors including mutual funds, exchange-traded products, variable annuities, and alternative investments.  All of which have many moving parts that can be a daunting task to track and monitor.  

Newer, more exotic products that invest in derivatives, may behave differently than your expectations due to features of their underlying holdings.  Some alternative investments may not offer sufficient transparency, which can be worrisome considering all the mistrust that has surfaced in recent years.