Investing is difficult! There are three investment theories (Odd Lot, Greater Fool, and Prospect) founded on the principal that individual investors do precisely the wrong thing at precisely the wrong time. This is why investment returns and investor returns (using the same instrument) are rarely the same! The most experienced investment professionals often suffer the very same emotions. Fear and greed, powerful human emotions have always influenced investors actions.
As a student of the markets, JC can help guide clients through difficult market and economic situations. His multi-phase approach and use of some of the best-in-breed technology can help you feel more comfortable in your financial plan. His focus on risk-adjusted returns can help reduce volatility and help smooth the course towards reaching your goals.
