Intro to the Stock Market: Know Your Guide
There are different levels of expertise, and expectation, when it comes to discount brokers, brokers, Certified Financial Planners (CFP) and Registered Investment Advisors (RIA). Even the definition of success differs from one to another. Know the facts, and rely on a partner who shares your financial goals. Don’t forget, your initial consultation is free. (
link to article)

pie chart

Don's Wealth of Information

Skip the melodrama; Diversify your investments
Diversification is the process of selecting investments that spread out the opportunities for risk and reward. The most important factor in diversification is you, the client, figuring out your tolerance for risk. Find out how Advantage Investment Management can help you determine your risk tolerance and diversify your portfolio in order to keep the investment drama to a minimum. (
link to article)

Chance card

The step that can’t be skipped in investing: waiting

Success in investing depends less on market timing and more on how much time you have in the market. Find out how Advantage Investment Management can help you make a sound strategy for retirement with a free consultation. (link to article)

Get a handle on market caps to better understand blended funds

A diverse financial portfolio is important. If you are a bit fuzzy on the distinction between large, mid, and small-cap investments, this info should be helpful. Understanding market capitalization is essential when considering blended funds as a way to diversify a portfolio. (link to article)

plants growing in coins

​​Understand the Risks, Rewards, of Growth Stocks

While value stocks reward investors with period dividends, growth stocks are about the value of the shares themselves. Learn about the risks and rewards of growth stocks here, and then give us a call to schedule a free, no-obligation, consultation. We can help you build a portfolio for the future. (link to article)

The investor and the market: You both have jobs to do
Strive for consistency. Be intentional about saving a portion of each paycheck for your future. Then, let the market function as it is supposed to function … for the long haul. We can help you evaluate the market rather than react to it.
(link to article)

Compass

Four characteristics of a trusted financial partner
Trust is earned and is built over time. Perhaps your family has had the same doctor or attorney for many years. It’s likely that you trust him or her more now than you did the day you were introduced. A relationship develops one positive interaction at a time. Find out how Advantage Investment Management has been a successful partner for our clients for more than 25 years.
 (link to article)

doughnuts
hourglass

Intro to the stock market: Fear not!

How the stock market works is important. How the stock market can work for you is far more important. By having a slice of ownership in a company, you have the potential to make money. While the market can be hard to understand, it is not something to be afraid of. Let us make the introductions. The first consultation is free. (link to article)

computer screen with charts
eggs in a basket
Don Garton photo

​​​​​Looking for Dividends: Explore Value Stocks

Understanding the types of stock investments: Value, Blend and Growth, can be a big help in building a diverse portfolio for your brightest financial future. Get some insight here and then contact us to schedule a free, no obligation consultation. (link to article)

Advantage Investment Management logo

​​​PERSONAL & BUSINESS WEALTH DESIGN 

Advantage Investment Management Don's Wealth of Information Column

The Indices: Stock Market Snapshots

The Dow and NASDAQ aren’t the only games in town when it comes to keeping track of the stock market. Find out what the indices are, and are not. Give us a call so we can help you discover what the market can do for you. (link to article)

​​​​502-212-3000

pictures hanging on wall