On one level the world of investing is quite complex. Your options as an investor seem endless and there is no shortage of conflicting information streaming to you from the 24/7 financial media machine. On another level investing isn’t really about options, but about how you will choose to approach the investment management process and your portfolio.
Is it prudent to base your investment strategy and your financial future on factors that you can’t predict much less control or will you base your decisions on things you can control?
At North Star Resource Group we believe that the sole purpose of your portfolio is to support your financial goals and objectives. Whether you are looking to buy your first home in a few years, fund a college education or prepare for retirement there is a sensible approach and portfolio strategy that is optimal for you.
Successful investing isn’t a result of moving in and out of the market or by picking the investments which worked or yielded results of yesterday, but by adhering to time tested fundamental investment principles, even when and especially when it seems that everyone else isn’t.
The most difficult thing about investing is traveling the road alone.
There are many choices for you to make and a caring, competent advisor will prove to be most valuable to you as you navigate the inevitable bull and bear markets in the future.
Investments will fluctuate and when redeemed may be worth more or less than originally invested.
Jeff Landt, CFA, CFP®
Vice President and Director of Investments
Jeff’s primary area of expertise is the investment management process. He is available to assist North Star’s financial advisors with portfolio strategies, portfolio construction and the best practices of portfolio management. In addition to acting as the Director of Investments he is also a practicing associate with North Star Resource Group, specializing in retirement distribution and wealth management. He has been affiliated with North Star Resource Group since 1996.
If you are looking for more reading on investments Jeff recommends the fifth edition of Simple Wealth, Inevitable Wealth by Nick Murray. This edition is only available through Nick Murray’s website.
Jeff is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. and CRI Securities, LLC.