We are excited to share an important update regarding the TD Ameritrade to Charles Schwab Transition that is going into effect later this year. Any new account that you open with Highland and TD Ameritrade will now require a Positive consent form. This form will be attached to any new accounts that Highland opens with … Continue reading May Update from TD Ameritrade
Quarterly Market Update
A Deep Dive into the 1Q23 Capital Market Results. The full report, here
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
4Q22 Market Review
Our 4th quarter 2022 market review is now available, here
3Q22 Market Review
Our 3rd quarter 2022 market review is now available, here
1Q22 Market Review
Our 1st quarter 2022 market review is now available, here
Highland in the news
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