Evidence Based Investing

Sensible, Persistent Over Time, Pervasive Across Markets, Cost-effective to Capture.

We are looking to Evidence-Based Investing

There is a wealth of academic research into what drives expected returns. Expected returns depend on current market prices and expected future cash flows. Investors can use this information to pursue higher expected returns in their portfolios.

1. Beta

Beta is a measure of the volatility a security or portfolio compared to the market as a whole

2. Value (HML) 

A value stock is trading at levels that are perceived to be below its fundamentals.  Common characteristics of value stocks include high dividend yield, low P/B ratio, and a low P/E ratio.  A value stock typically has a bargain-price as investors see the company as unfavorable in the marketplace.

3. Size Small Company (SMB)

A small cap is generally a company with a market capitalization of between $300 million and $2 billion. Small-cap stocks tend to outperform those with a larger market cap.

4. High Profitability

Profitability is ability of a company to use its resources to generate revenues in excess of its expenses. In other words, this is a company’s capability of generating profits from its operations.

Asset Allocation & Risk

We pride ourselves on providing retirement strategies to our surrounding communities. We take a look at your unique mix of assets and integrate those aspects into a coordinated retirement income plan.

Asset Maximization

Our main objective is to assist you in navigating today's complex marketplace to accomplish your investment aspirations and goals. The recommendations you receive are tailored to you, factoring in your risk tolerance, time frame, and income specifications.

Generational Vault

Generational Vault helps to ensure that all of your important information will be safe, secure and accessible anytime, anywhere. Contact us today to discuss how Generational Vault can help you organize and safeguard the most important financial documents in your life.

Generational Vault

Generational Vault never sleeps; it’s your 24-7-365 access to your accounts and important documents all in one place! Reach out to us today to discuss how Generational Vault can help you organize and safeguard the most important documents in your life.

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