However the 2008 Stock Market Crash did not discriminate in favor of firms calling themselves "Boutiques". At Don Scholl & Associates, our approach to market challenges is to strive to limit risk utilizing Technical Analysis to monitor and adapt to the Market. We do not sit idly by with passive portfolios hoping for the best, rather we make ongoing investment adjustments to try to limit risk and capture gains for our clients.
The last decade has taught us many lessons and we believe we have diligently applied those lessons in developing our approach to stock and bond market investment, to the benefit of our loyal clientele. Each week we provide a video market update and commentary that appears directly below. We believe this weekly commitment to informing and educating our clients highlights our ongoing care and prudence in servicing you, our client.
The last decade has taught us many lessons and we believe we have diligently applied those lessons in developing our approach to stock and bond market investment, to the benefit of our loyal clientele. Each week we provide a video market update and commentary that appears directly below. We believe this weekly commitment to informing and educating our clients highlights our ongoing care and prudence in servicing you, our client.
Services
For over 25 years we have provided comprehensive financial planning for our clients in the areas of investment, retirement, tax planning, estate planning, and insurance. Our CEO, Don Scholl, is a CFP, Registered Investment Advisor Representative, and Registered Principal. Our team includes a wide range of professionals distinguished in their fields.
At Don Scholl & Associates we are "Client-Centric". Each client deserves custom, personalized, financial guidance and we provide that with regular face to face meetings, so that we can listen and develop a plan to meet your unique needs. Our guideposts for service are reliability, dependability and credibility.
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