Trust
A client-advisor relationship must be based on mutual trust
Planning drives the portfolio, because the portfolio is a means to the end of the plan, not an end in and of itself
Risk is the possibility of permanently losing money. Volatility is the expected fluctuation in value as we advance towards our goals
The short-term direction of markets and the relative performance of a given investment in a short-term window cannot consistently be predicted or timed
The Bahnsen Group’s enduring investment strategy takes the long view for wealth management that’s focused, wise, and sustainable.
Get The PDFA tool to provide a basic roadmap to help investors who may have, for instance, a certain level of future dividend income from their investments in mind.
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