Our Ponte Vedra, Florida wealth advisor, Beverly Whitman CFP® CPA, recently spoke about financial literacy at the Women Empowering Women group. Story: https://pontevedrarecorder.com/stories/women-empowering-women-grows-in-popularity-among-local-professionals,14171
2Q21 Market Review
Our 2nd quarter 2021 market review is now available, here
YOLO, Meme, and EMH: What’s Your Investment Style?
By: Marlena Lee, PhD, Global Head of Investment Solutions, Dimensional Fund Advisors You only live once! Social media investors have banded together on unconventional platforms to drive up the prices of a handful of “meme stocks,” seemingly without traditional evaluation of investing risks and rewards. They made headlines with their “short squeeze” of GameStop (GME), … Continue reading YOLO, Meme, and EMH: What’s Your Investment Style?
3Q20 Market Review
Our 3rd quarter 2020 market review is now available, here
2Q20 Market Review
Our 2nd quarter 2020 market review is now available, here. Equity markets around the globe posted positive returns in the second quarter. Looking at broad market indices, US equities outperformed non-US developed markets and emerging markets. Value stocks underperformed growth stocks, and small caps outperformed large caps. REIT indices underperformed equity market indices in both … Continue reading 2Q20 Market Review
Don’t Let a Recession Faze You
In the past century, there have been 15 recessions in the US. In 11 of those instances, stock returns were positive two years after the recession began. • Investors may be tempted to abandon equities and go to cash when there is heightened risk of an economic downturn. • But research has shown that stock … Continue reading Don’t Let a Recession Faze You
Advisor Services
"Highland Investment Advisors provides a turn-key asset growth program to help independent financial advisors build fee-based practices. We empower reps to be their client’s Chief Investment Officer (CIO) and eliminate back and middle office headaches."Adam S. Drake, CFADirector, Advisor Services schedule a call OVERVIEW Your time as an advisor is best spent strengthening current relationships … Continue reading Advisor Services
Investment Management
Our Core Beliefs About Investing Diversify Globally. We believe diversification among and within asset classes in order to manage risk is prudent. Successful investing means not only capturing risks that generate expected return but reducing risks that do not. Avoidable risks include holding too few securities, betting on countries or industries, following market predictions, and … Continue reading Investment Management
Financial Planning
We approach each client engagement with an open mind and no preconceived notions of what you should or should not do. We are objective advisors with no agenda but yours. This is why we listen first and perform thorough and efficient fact finding. By asking the right questions, we achieve clarity about our client’s goals. Through an unfiltered, open … Continue reading Financial Planning
Covid-19 (Coronavirus) update
Please see our Covid-19 (Coronavirus) update here.