Many advisory firms talk about their array of tools and resources. Every firm that is worth talking to
has them. The difference, however, is what the advisor does with them. Do they have the insight to use
them properly? How well do they apply them to help you? ACG’s insights may help provide a sense of
our ability to help you achieve success, as you define that term.
“Most kitchens have the same spices in the spice rack. That does not mean everyone is a good cook.”
– anonymous
The unusual financial economic events of the last couple of years have caused great financial disappointment for some Americans.
Losing the money to give your children a down payment on their first home, going through a divorce or business failure -- losing wealth -- is a deeply personal bad emotional experience.
Giving up on that retirement dream home, losing the money to pay for a grandchild’s education, or suddenly lacking the wherewithal to make a bequest to charity causes feelings of failure, shame, and regret. Investments are a way to satisfy emotional goals.
After experiencing a financial setback, feeling fear or anguish can darken your view and lead to making poor investment decisions. If you want to talk about a loss or plan a recovery, please use our website to contact us.
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