Investment Philosophy
The overwhelming majority of people cannot explain why they own the investments that they have or even accurately define their tolerance for risk. This causes people to invest in an ad hoc random fashion, without rhyme or reason. The result is less than desirable investment returns. Worse yet, many people continue to place their assets into guaranteed investments because of a lack of trust or understanding. Most often this will lead to financial failure. Our goal is to help you understand the three keys to successful investing, which are diversification, defining risk tolerance, and determining the appropriate asset allocation.
Securities offered through Investment Planners, Inc. (Member FINRA/SIPC), 226 West Eldorado Street, Decatur, IL 62522. 217-425-6340. Baker Welman Brown is independently owned/operated and is not affiliated with Investment Planners, Inc.
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