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Investment strategy

We have three investment principles: 

    1) Financial Markets typically don’t Stay Up 
    2) Financial Markets typically don’t Stay down 
    3) All markets typically return to their respective long term averages at some point

Over the last twenty one years we believe these principles have served our clients well without causing too much anxiety. We focus on the plan and not the circumstances.

Regarding asset allocation:

It is usually a good idea to invest in well diversified investments. Ideally one should consider having six or seven types of investments doing different things at the same time. Diversify and Rebalancing are integral parts of our strategy.



Investing involves risk including the potential loss of principal. No investment strategy, including diversification, asset allocation and rebalancing, can guarantee a profit or protect against loss.



 
 
 

Securities offered through FSC Securities Corporation, member FINRA/SIPC. Investment advisory services offered through The Retirement Group, LLC. a registered investment advisor not affiliated with FSC Securities Corporation. Branch office 817-577-4714. Neither FSC Securities Corporation, nor its registered representatives, offer tax or legal advice.



This communication is strictly intended for individuals residing in the state(s) of TX. No offers may be made or accepted from any resident outside the specific states referenced.
 


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