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Philosophy

Do you consider yourself a lender (bonds), an owner (equities) … or both?

Traditional investors may believe that you can be one or the other, but that’s simply not the case.  Bonds are designed to pay interest for a fixed period.  Equities, on the other hand, are more unpredictable, but the key is to include the right amount. 

By combining the two, my goal is to create a plan designed to mitigate downside risk while maintaining upside potential.

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Investing involves risk, including the possible loss of principal invested.

Securities offered through Stifel Independent Advisors, LLC, Member SIPC & FINRA, a subsidiary of Stifel Financial Corp.

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