How do I know I can trust you?
What is tax management?
How do I transfer assets to children and grandchildren?
how do you charge?
What is the minimum investment required to become a client?
How do you offer unbiased advice?
Short-term vs long-term investing?
Am I on track for retirement?
||Which is better, Short-Term (Day Trading) or Long-Term Investing?
Whether a client should pursue short-term or long-term investment
strategies depends largely on his or her goals. Most people invest
for college funding, buying a home, or retirement, which all represent
Short-term investors trade almost daily on the internet or with a broker
in pursuit of short-term gains. Often, tremendous gains may be realized
through short-term and market timing strategies. For the average
individual, however, we feel these strategies are not worth the
excessive risk they entail.
Our firm's focus is on long-term investing for long-term goals. We feel
that only a portion of client portfolios should be invested for short-term
objectives, and that cash investments, CDs, or short-term bonds are
ususally the most appropriate investment vehicles for such goals.