Prescott Office

141 South McCormick Street
Suite 201
Prescott, AZ 86303

Clarkdale Office

651 Reta Street, Po Box 97
Clarkdale, AZ 86324

Investment

Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.

 
 
When Markets React

When Markets React

When markets shift, experienced investors stick to their strategy.

Pullbacks, Corrections, and Bear Markets

Pullbacks, Corrections, and Bear Markets

Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.

Global and International Funds

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?