Broker Check


AN EARLY WARNING SYSTEM FOR YOUR INVESTMENTS


Always in the Know

When market changes affect your investments, you’ll be the first to know. You’ll receive real-time notifications when your portfolio reaches a new high and also when approaching and reaching your WealthGuard.

Results Start with a Smart Plan

WealthGuard is based on the principal that investors should start with a risk appropriate portfolio, that is, an appropriate mix of growth and income investments.

WealthGuarding is more than just a buy and hold allocation of investments.

In the real world, markets go up and down. They can be frustrating, hard to understand, and hard to stay committed to as well. With a proper plan, however, investing can provide very real long term rewards.

The key, is in establishing a WealthGuard Number to each risk appropriate asset allocation.

A Better Tool for More Success

Each year there is a study published by Dalbar Inc called “A Quantitative Analysis of Investor Behavior”.

In the study each year average investor returns are compared to the broad financial markets. The results are astounding. The average stock investor realized less than ½ the return of the S&P 500, while the average bond investor less than 1/3 the Barclays Aggregate Bond Index.

This occurs largely because many investors make their decisions based on emotional timing of the market. After big market rallies, the tendency is to buy high; and only after market declines, investors get frustrated and change investments to something more conservative.

For the past 20 years the average investor returns consistently average about ½ the index returns.


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DALBAR'S 2015 Quantitative Analysis of Investor Behavior (QAIB) study examines real investor returns from equity, fixed income and money market mutual funds from January 1984- through December 31st, 2014. The study was originally conducted by DALBAR, Inc. in 1994 and was the first to investigate how mutual fund investors' behavior affects the returns they actually earn. Past performance is no guarantee of future results. Indexes cannot be invested into directly.