Broker Check

Downers Grove (Formerly Lombard)

1431 Opus Place,

Suite 200
Downers Grove, IL 60515

Taking the Emotion Out of Investing

It’s easy to get concerned with the ups and downs of the market. Oftentimes, we see our clients want to sell when the market takes a dip for fear of the market continuing to decline. However, if you make a habit of buying high and selling low, you’ll be quick to find you don’t have as much in your pocket as you used to!

Our goal is to provide long-term solutions that align with your financial and life goals, and to remind you of those goals each time we experience a fluctuation in the market. One of the tools we use to help remain wellbalanced throughout market volatility is our Portfolio Advisory Services program (PAS).

PAS is a wealth management platform built on Nobel prize-winning concepts that uses a disciplined approach to help temper the emotional side of investing. Financial buzz words like “rebalancing,” “diversification” and “asset allocation” are all elements we use within this program, which are fancy ways of saying PAS helps protect you from the everyday market movement we will undoubtedly experience together.

We invite you to watch this short video to learn more about Portfolio Advisory Services and the advantages of investing in this strategic, long-term investment platform.