What is your current advisor's investment theory?
All financial advisors follow a theory about investments and economics when they provide investment advice. A robust debate has been taking place concerning the usefulness of contemporary investment and economic approaches. It is critical that investors know what the prevailing world view of their advisors is. Click here to learn more about our approach.
LPL Financial Research – Outlook 2012
While the last few years have been highlighted with record swings in market returns and widely oscillating economic data, LPL Financial Research expects 2012 will be less about the fringes and more about the middle. While volatility is likely to remain elevated, the market and its economic backdrop may begin to migrate from the extremes — oftentimes even polarized extremes — toward a more normalized period where investor sentiment, economic activity and the market's direction start to move increasingly in alignment.
Investment Stategies for the Age of Global Change
How successful was your investment strategy in mitigating this market meltdown? Are you still working with advisors affiliated with investment firms that not only contributed to the crisis, but were so out of touch that they made themselves insolvent if not for government bailouts? Would you like to learn how we protected our clients' assets through the financial crisis? Click here to learn more.
Why is a Sand Dollar our symbol?
Found on the Pacific Ocean beaches, the sand dollar is considered the 'wealth' of the ocean.
Our Pacific Ocean was named by the Portuguese explorer Ferdinand Magellan. During his explorations he considered the Pacific to be calm, peaceful and passive, compared to the sometimes turbulent and stormy Atlantic.
We introduce stability to our clients' investments to help protect against turbulent and 'stormy' market behavior. Our approach is asset protection while seeking growth.
Our Process, Your Plan, Your Protected Future
Detlefsen Nel & Associates---Comprehensive Financial Solutions
Article: "Uncertainty Rules As The End Of Bond Purchases Approaches"
by Prof. Phil Romero and Riaan Nel
This article appeared in The Register-Guard newspaper, June 23, 2011. Click here to read. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing. Philip Romero is not affiliated with or endorsed by LPL Financial.
