Why “Safe Harbors” Can Be Risky Business
Written by Jason Hiley
Written by Andrew Hunt
The way we view your investment experience is significantly different – in a good way – from what you typically find on Wall Street. Let me explain.
If you’ve ever gone river rafting, there’s one lesson you learn almost immediately. It’s tough to paddle upstream. Go with the flow, and you’ll find it much easier to steer around the obstacles and reach your destination. Plus, you get to enjoy more of the scenery along the way.
Your investment journey likewise is best made by observing the laws of financial nature. No doubt about it; markets are a strong and wild force. A wise strategy for moving along your way is to harness that energy and direct it toward your personal goals, accepting what you cannot change and managing what you can. Try paddling upstream, and you’ll not only have to work very hard, but your efforts are likely to get you nowhere fast, stuck between a rock and a wet place.
To invest accordingly, three sensible steps serve as our guides:
As your investment advisor and wealth manager, we see our role as that of experienced travel guide. We use deep discovery to help you properly plan, education to help you stay the course and sensible application to maximize your odds for success. Then we remain at your side, to make adjustments as needed along the way, equipping you with evidence-based investment strategy and manageable portfolio construction factors:
In short, at Hiley Hunt Wealth Management, we strive to make it easier for you to go with the flow of a successful investment strategy, guided by the straightforward essentials of sound investing and personalized care.
We would love to invite you to learn more about Hiley Hunt Wealth Management and who we serve in Omaha, NE –Financial Planning and Investment Management.