We evaluate each client’s investment needs and create an asset allocation model that reflects the individual’s time horizon, risk profile and return expectations. We describe our approach this way “Trust is the key element in any successful advisor/client relationship. That’s why it is of utmost importance that we earn our client’s trust.”
The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a recession. Read the Global Insight Monthly »
Learn more about The Lynch Group.
In a historic political comeback, Donald Trump has again won the presidency. We look at the policies like taxes and tariffs shaping the investment climate. With political polarization high, don’t let emotions cloud your investment decisions.
November 3, 2017
Income + Growth Strategy
Interest rates will … fluctuate; your investment strategy shouldn’t
Stay or roll? Understanding your retirement distribution options
