In my 24 years as a financial advisor, I have seen people make many investment mistakes. Here is what I consider to be the top seven: 1. Poor Asset Allocation. Having a disciplined mix of investments–bonds, alternatives, real estate investment trusts, U.S. stocks, and international stocks—is the cornerstone of good investment portfolio design. 2. Trying […]
Author Archive for: David Savage
About Savage And Company Wealth Management LLC
Savage and Company Wealth Management, LLC is a Registered Investment Adviser (RIA) licensed in the State of Oregon. We also conduct business in other states, ensuring first that we are in compliance with all necessary state laws regarding licensing and exemptions.
Entries by Savage And Company Wealth Management LLC
Let’s say you’re nearing retirement and you need help planning Social Security and your investments to make sure you’ll have enough money to last throughout your lifetime. Or perhaps you’re already retired, having moved to Ashland from out of state, and you would like to have a local investment advisor. Or what if you have […]
There is an old proverb: “A fool may earn money, but it takes a wise man to keep it.” You deserve honesty and respect when it comes to investing and to rest assured that your hard-earned savings are being properly managed. When it comes to investment and wealth management there is another saying, “Failing to plan is […]