Investment Planning

What defines a good investment? Everything. There is no one perfect investment, but there are several suitable ones—each defined by their goals. Investment planning weighs out your financial opportunities with your overall financial plan. We will aid you in defining investment parameters and what will serve your needs best in the short and long-term. Variables such as risk, return, and tax ramifications will be considered with each investment to help ensure your financial goals are actualized.

Read Scott’s articles: Price and Quality No Longer Matter; Why Investors are Doomed to Fail; Panic is Not an Investment Strategy; Don’t Drive Forward Looking in Your Rearview Mirror; Investing Without Goals is a Bad Idea; Let Your Investment Policy Statement—Not Unexpected Turmoil—Be Your Guide; and Undermining Investment Success: Pitfalls Caused by Behavioral Bias .

Watch Scott’s video: The Importance of Investment Policy Statements