1700 Ashwood Drive
Adhere to Risk Based Investing
Timely and Tactical Adjustments
Tactical and/or rebalancing allocations may involve more frequent buying and selling of assets and will tend to generate higher transaction cost. Investors should consider the tax consequences of moving positions more frequently.
Focus On Results
Aim to Investment Costs without Sacrificing Value
Do not sacrifice investment decisions for a tax decision
Have a cash reserve with a purpose
Total return approachBear market adjustments to withdrawals
All investing involves risk including loss of principal. No strategy assures success or protects against loss.