Vital Guidance 4

Developing an Approach to Asset Management

Our focus is not on moving your accounts – it’s on you.  You want sophisticated and attentive investment management to maximize your portfolios’ total returns in light of your risk tolerance.  Therefore, we construct each investment portfolio after an analysis of your risk tolerance, investment objectives and time horizon . . . and we can […]

Finance Stock Market Defense

Three Ways to Play Defense in Your Stock Portfolio

Defensive investment strategies share a common goal — to help a portfolio better weather an economic downturn and/or bouts of market volatility. But there are some key differences, including the specific criteria by which particular stocks are selected. If you are nearing retirement or just have a more conservative risk tolerance, one of these defensive […]

Financial Freedom

Is It Time to Declare Your Financial Independence?

No matter how much money you have or which life stage you’re in, becoming financially independent starts with a dream. Your dream might be to finally pay off the mountain of debt you’ve accumulated, or to stop relying on someone else for financial support. Or perhaps your dream is to retire early so you can […]