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Objective
Investment Advice...Helping You Make Better Investment Decisions
There are potentially
hundreds of decisions you must make in order to build a solid
portfolio, one that will benefit from market upswings and weather
any downswings.
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How do you decide
whether to buy an individual stock, a mutual fund, treasuries,
commodities, or just leave your money in your savings account? |
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What are the costs
and tax implications of the investments you select? |
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Which types of investments
should you hold in your retirement accounts instead of your brokerage
accounts? |
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When is the right
time to sell an investment? |
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How do you sort
through the conflicting advice you read in magazines and on the
Internet? |
It’s enough
to make your head spin. Some people handle it with an investment
strategy of putting small amounts in many different investments
to make sure they’ve covered all the bases. Others put the
majority of their assets in one or two places rather than deal
with yet another investment decision they’re not sure of.
Does this sound familiar?
Given this complexity,
many people want professional investment advice. But who is in
the best position to offer you unbiased recommendations? Do you
want someone advising you who is paid based on whether or not
you purchase the investment he or she recommends?
Many people don’t
understand what their investments are or what they should be
doing. In a well-constructed portfolio, each investment should
fulfill a specific function and should be appropriate for your
unique situation. Your portfolio will work harder for you when
it contains the investments and uses investment strategies that
have been selected based on your needs. As fee-only financial
advisors, we will provide you with the objective, unbiased investment
recommendations you need to make the best investment decisions.
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A Better Investment Strategy for
Ed
Ed enjoyed investing. He read
several financial publications and performed on-line research.
He and his colleagues shared investment tips, and Ed looked forward
to calls from his stock broker. But Ed was getting increasingly
frustrated and feeling less confident. There was so much contradictory
advice that it was taking too much time to keep track of his
investments, his portfolio wasn’t performing the way he
felt it should, and he was worried that if he lost again like
he did on tech stocks, he wouldn’t be able to recover.
Ed decided to get advice from
a fee-only member of the Alliance of Cambridge Advisors. Ed’s
new Advisor first inventoried all of Ed’s investments. Because
he knew diversification was important, Ed had several accounts
at different brokerage firms. When his investments were analyzed,
Ed was surprised to learn that he wasn’t well-diversified
at all and that all the time spent tracking each fund and stock
wasn’t accomplishing anything. Ed’s Cambridge Advisor
explained to him the unique functions of interest-earning, real
estate, and equity investments and how properly balancing his
portfolio could allow him to get a better overall return while
reducing risk.
Ed and his advisor spent a
lot of time discussing Ed’s goals and devising an appropriate
investment strategy. Since his Cambridge Advisor is a fee-only
financial advisor (no product sales, no commissions), Ed is confident
that his advisor’s recommendations are objective and in
his best interests.
Ed still enjoys investing—as
a matter of fact, he enjoys it even more now that he worries
less. |
Stratton Advisors
will:
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Thoroughly discuss
your goals before making investment recommendations; |
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Look at all the
financial risks you are taking before determining your appropriate
level of investment risk; |
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Review all your
accounts and determine not just the right asset allocation but
also the right asset location; |
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Recommend the real
estate exposure you need in order to achieve long-term financial
stability; |
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Integrate tax planning
with your investment strategy to produce a higher after-tax return. |
Being an astute
investor should not be a haphazard exercise. When your investments
have been properly balanced, objectively chosen, and are regularly
reviewed, you enjoy peace of mind and confidence in your future.
Would you worry
less and be happier receiving objective investment advice? Contact
contact Stratton Advisors, a member of the Alliance of Cambridge
Advisors to discuss your goals, situation, and concerns. We’ll
help you make the best investment decisions.
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Privacy Statement
& Legal Terms
DISCLAIMER: This
web site is for informational purposes only and does not constitute
a complete description of our investment services or performance.
This web site is in no way a solicitation or offer to sell securities
or investment advisory services except, where applicable, in
states where we are registered or where an exemption or exclusion
from such registration exists. Information throughout this site,
whether stock quotes, charts, articles, or any other statement
or statements regarding market or other financial information,
is obtained from sources which we, and our suppliers believe
reliable, but we do not warrant or guarantee the timeliness or
accuracy of this information. Nothing on this website should
be interpreted to state or imply that past results are an indication
of future performance. THERE ARE NO WARRANTIES, EXPRESSED OR
IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM
ANY INFORMATION POSTED ON THIS OR ANY 'LINKED' WEB SITE.
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Alliance of Cambridge Advisors, Inc. All domestic and international
rights reserved. No part of this website, including text, graphics,
et al., may be reproduced or copied in any format, electronic,
print, et al., without written consent from Alliance of Cambridge
Advisors, Inc.
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