Half the Market Risk and So Much More in Income

In today's financial markets risk is at the center of all investing. Whether it's a bond, ETF, stock, piece of art or of land, the inherit risk is the real issue. 

Thirty years ago when I joined Merrill Lynch as new financial Advisor, the only concern I had was for the client's suitability for the investment and not real risk. Most clients then were long-term investors, pre-retirees and were focused on growth overtime. 

Now, almost all of our clients are retired and seek wealth preservation and above average income. Typical asset allocation in stocks, bonds and cash as a strategy is not only ineffective but also carries much more risk now than ever before.

Today, using 100% common stocks most with dividends and adding an institutional overlay, investors can actually reduce risk by the numbers not the stock selection. This is our core stratgey for our clients and can produce double digit income streams from their portfolios. Call me to discuss a strategy that has worked for decades.

Success in all your efforts,

John