Contact Information
Office: (904) 230-0350
Cell: (386) 527-8995
Financial Services
"I help conservative clients to understand financial products and concerns so they can make difficult financial decisions with great confidence."
Bonds
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CONSERVATIVE
Portfolio Analysis &
Planning
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Strategy
Equities
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Planning & Review
CONSERVATIVE
Retirement Planning
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Why You Need A Financial Professional
Whether your financial affairs are relatively simple or very complex, a financial professional can help you develop an investment strategy that's right for you and can provide insight on how to plan for many of life's major events.
View more reasons why you need a financial professional.
KNOWLEDGE, INFORMATION & DATA
Investors need to understand that thousands of people can read an annual report, each will analyze it and draw vastly different views of a company. Investors with greater experience in investing and interpreting data are more likely to understand the investment information. Other investors are more likely to become someone's prey . Much of the raw stock data received is not reliable. This so called information is flawed either by improper or insufficient analysis by an investor and sometimes is deliberately designed to get your hard earned cash. Knowledgeable investors can get to the correct information with the right questions.
The Advisor and you should both know how to obtain data, understand it and then be able to interpret it. The following questions need to be used.
What is the stock worth?
Is the company making money?
How safe is the stock? Is the stock over or undervalued?
The direction of the stock price?
What are the forecast-ed earnings?
What are the estimated earnings?
What is the growth of the P/E ratio?
What are the dividends?
How fast are dividends growing?
Does the stock meet the investors objectives?
Should the stock be bought now?
When to sell?
Knowledge in investing is acquired through experience and study. Information is derived from the analysis of data. Data is a commodity and Information is a value added product.