I believe that under normal market conditions, the core tenants of Modern Portfolio Theory hold true. Modern portfolio theory (MPT) is a theory on how risk-averse investors can construct portfolios to potentially maximize expected return based on a given level of market risk. Also, I believe that there are times when adding or reducing exposure to risk assets can benefit clients.
The client is always the captain of the ship; they set the parameters around the level of risk that I will take within a given strategy. I believe it is my responsibility to help clients discover their comfort level with investing. Between 1926 and 2019, the S&P 500 has provided an annual average return of 10%.
The client is always the captain of the ship; they set the parameters around the level of risk that I will take within a given strategy. I believe it is my responsibility to help clients discover their comfort level with investing. Between 1926 and 2019, the S&P 500 has provided an annual average return of 10%.
Services
My firm focuses on in helping individuals develop sound retirement strategies. If you are retired - or approaching retirement - please take the time to explore my website and the wealth of information offered. I offer personalized, hands-on service. I educate my clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.
As an employer, you share the responsibility for guiding your employees toward making decisions that will afford them greater financial freedom in retirement. But here's the quandary: Just as your workers look to you for financial guidance and advice, you must seek out an expert to help you navigate plan regulation and administration.
Fortune 500 ranks U.S. companies based on a review of the prior year's total revenue and factors such as profits after taxes, year-end assets and total stockholders' equity. Sustainable investing is investing with the intention of generating a positive ESG impact alongside a financial return. LPL supports the growth and development of sustainable investing practices by providing education, insights, research, and solutions.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Reviews (1)
Casey Curry
Aug 13, 2021
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