Approach
For risk-averse investors, I focus on incorporating bonds and CDs into their investment plan in an effort to mitigate the risk that comes with market volatility.
For risk-tolerant investors, I typically focus on incorporating a mix of equities, mutual funds, and longer-term, high-yield corporate and tax-advantaged bonds, as these investors may have a longer time horizon to endure the ups and downs of the markets.
Stifel’s client-focused platform empowers me to develop tailored approaches for your unique situation. I will clearly lay out the strategy for pursuing your objectives, the steps that need to be taken, and any fees associated in addition to the value I believe they add. I pride myself on employing a simple and easy-to-understand fee structure. You have a right to know exactly what you are paying and how it is computed.
When investing in bonds, it is important to note that as interest rates rise, bond prices will fall. Investing in stocks in general involves greater risk, and small company stocks are typically more volatile and carry additional risks, since smaller companies generally are not as well established as larger companies. High-yield bonds are subject to additional risk, such as increased risk of default. High-yield bonds have greater credit risk than higher-quality bonds.
For risk-tolerant investors, I typically focus on incorporating a mix of equities, mutual funds, and longer-term, high-yield corporate and tax-advantaged bonds, as these investors may have a longer time horizon to endure the ups and downs of the markets.
Stifel’s client-focused platform empowers me to develop tailored approaches for your unique situation. I will clearly lay out the strategy for pursuing your objectives, the steps that need to be taken, and any fees associated in addition to the value I believe they add. I pride myself on employing a simple and easy-to-understand fee structure. You have a right to know exactly what you are paying and how it is computed.
When investing in bonds, it is important to note that as interest rates rise, bond prices will fall. Investing in stocks in general involves greater risk, and small company stocks are typically more volatile and carry additional risks, since smaller companies generally are not as well established as larger companies. High-yield bonds are subject to additional risk, such as increased risk of default. High-yield bonds have greater credit risk than higher-quality bonds.