Making your money work for you

When you have reliable and predictable income, market gyrations do not matter!

We help clients to manage through the process of growing assets, preserving assets and generating income from their assets.
We also help in finding the right tools to use for your personal situation. 
Just like a plumber wouldn't use a saw or a hammer to fix a clogged pipe, you don't want to use the wrong financial tools for your financial needs.
Join in and listen to this informative program and give us a call - you'll appreciate our difference in financial advice and asset management!
 

The markets are risky- how can you transfer risk ?

There are methods that have been used for hundreds of years, to transfer risk from investor to an insurance company. 
Insurance companies are in the business of managing risks. 
Are you familiar with transferring risk of running out of money?
Listen to this episode to learn more!
Making YOUR money work for YOU!
 

Perhaps it is a great time to setup your retirement income plan...

Why take risks with your investments in retirement?
Why not have a predictable and reliable income stream?
Listen to learn more!

You need to prepare to be defensive...

You do not always make money in the stock market. 
Valuations are high, there are competitive forces, global political economies are all hitting like a tsunami.
What is your strategy?

Now the media is talking recession, Correction and Bear, things we've talked about since September 2024

What is an advantage of working with experienced advisers?
When you listen to previous episodes of this program, you will see that we were preparing people for this market environment all the way back in September 2024. 
Why is this important? Because you could be proactively shopping, rather than reactively wishing you had listened to the defensive offense strategy. 
The value of a professional adviser includes ongoing communication which helps to make you an informed investor, not a reactive nervous Nelly!

We're in a stealth BEAR MARKET!

Who are you going to listen to?
If you look under the hood, you'll see many large stocks that have fallen more than 20% from their highs, putting them into BEAR MARKET territory.
If you plan well and strategically, you can benefit from the BEAR MARKET. 
If you follow the herd, be prepared - I do not think this will end well for those who ignore the signals!

Will greed get the best of you or are you strategic?

Fear and Greed - these are the emotional drivers of the stock market. They drive buy decisions and sell decisions. Analysis justifies the emotional decision. Tis is typically how the average investor operates. 
When things are good, people are hoping for more. When things are not good, people fear the worst. 
Strategic investors understand that emotions often create opportunities, but you need to be able to have discipline and patience. Good analysis upfront, searching for opportunities, and then patience to find good entry points or exit points all work together to drive strategic investors!
Enjoy the show!

How can you protect against BEAR MARKET losses and are we in a bear market?

Often the bear market starts as a simple "correction" but often extends from speculative stocks to bigger names and then becomes a full fledged bear market.
Can you take steps NOW to avoid the Bear Market trap?