As financial planners and investment consultants, we believe in the following fundamental principles with regard to designing an investment portfolio and making specific recommendations: The purpose of a client’s investment portfolio is to fund current and/or future financial objectives. The design of the portfolio must take into account the client’s financial objectives, tolerance for risk, needs for current income or liquidity, and special considerations such as income and estate taxes. The important thing to remember is that no one can predict the future. It is a difference of opinion that makes a market. Investment and economic “experts” provided with the same information often come to different conclusions. We do not suggest that we can, or that any of the money or mutual fund managers that we recommend, will make the correct decision every time. We believe that having a diversified, well-balanced portfolio, following long-term buy-and-hold strategies, and having patience; will increase the likelihood that one will achieve their long-term financial objectives. For more: http://www.aurochsfinancial.com/investment-approach
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Your Guide to Financial Independence
Rick Epple, CFP(r)