We see an opportunity developing.

• Income/Value securities are historically cheap versus popular stocks.

• These securities don’t always require a sharply rising stock market for their returns and can provide ballast in declining markets.

• Changes are happening like higher inflation, rising rates, and a recognition that the stock market may struggle for sometime. The potential for these types of securities is high.

• Experienced professionals like myself are available to do the necessary research and structure portfolios to a client’s needs.

Let’s talk about how we do this and see if there’s a match.