Asset Allocation

If you’re reading these words, you probably could stand to get rid of some of the things you’ve got and you probably would benefit from adding some things you don’t have.

The problem is that you don’t know how to tell the difference between things you want and things you don’t want.

I’ve looked at more than 100 companies a day over long periods of my life and have a sense of values. I have also spent a lot of time studying the methods of people who historically have achieved what appear to be sustainable above average returns. The method to their madness is simple. Figure out what you need to have in order to have more tomorrow than you would if you didn’t have it.

I’ll take a look at what you’ve got and offer my candid evaluation and you’ve probably got some real junk that you should be getting rid of while you can.

Want to get in contact?