"Never take an outsized risk unless the odds are significantly in your favor" - Jeff & Phil Keating
We search for companies that we believe have strong brands and highly defensible positions in their industry. Emphasis is given to growing companies that produce a surplus of cash that they faithfully return to shareholders through growing dividends and/or stock buybacks. If executed correctly, this approach tends to lag in performance during raging bull markets but outperforms during neutral to down markets. Consistency and reducing the likelihood of a significant negative outcome over a reasonable holding period are hallmarks of this approach.
"Every day you do not learn something new is a failure" - Jeff Keating
Continuous learning is critical to success in life and investing. We take pride in analyzing investments thoroughly, staying current with the changing financial world, and providing tools to help clients understand what they own and why they own it.
Read More - provided by the CFP Board
The article provides ten important questions to ask a potential financial advisor to make sure they are the right match for you.
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