Highland Investment Advisors, LLC welcomes Russ and Adam Stoeckler to the team!

Highland Investment Advisors, LLC Acquires Stoeckler Financial Advisory Services, LLC. The Combined Firm Will Manage Over $220 Million of Assets for Over 400 Clients. This transaction was Highland’s third completed acquisition. Ponte Vedra, Florida & Brookfield, Wisconsin: April 6, 2023 We are pleased to announce that, effective from the first quarter of 2023, Highland Investment … Continue reading Highland Investment Advisors, LLC welcomes Russ and Adam Stoeckler to the team!

Investment Management

Pursuing a Better Investment Experience Download 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 … Continue reading Investment Management

Time the Market at Your Peril

Fourth quarter 2022David Booth, Executive Chairman and Founder, Dimensional Fund Advisors Technology enables immediate access to everything wherever and whenever we want it. In many cases, such as staying in touch with friends and family, or learning about world events, that’s a good thing. However, when it comes to investing and money management, my fear … Continue reading Time the Market at Your Peril