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Norman’s story

Norman knew it was important to invest for the future, but he always remembered his grandfather telling him not to “put all his eggs in one basket.” We told him that by allocating his assets to a diverse variety of sectors and investments, we attempt to increase the likelihood of generating a more consistent return over the long term. Based on Norman’s goals and risk tolerance, along with the economic environment and other factors, we created a portfolio that allocated his assets to a variety of sectors and investments.

Asset allocation does not ensure a profit nor protect against loss. Sector investments are speculative in nature, subject to fierce competition and involve more risk than investing in well-established companies. Also investing in an individual sector involves limited diversification, and may not be appropriate for every investor.

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David’s story

David worried that the death or disability of his business partner could negatively impact his business. Naturally, he wanted to protect against such a risk. Reviewing his objectives, we funded buy-sell agreements with the appropriate life insurance and disability buy-out policies. Now in case of the unexpected, David knows what to expect. We believe it helps David feel more confident about the future.

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