Our Intuitive Framework for Increasing Investor Confidence

What is a major challenge we all face regarding investment success?

Why do we decide to sell at the wrong time?

The traditional presentation of allocation strategies can be confusing and does not always create an intuitive understanding or instill confidence.

How can TimeLining® help?

TimeLining® illustrates a strategy in relation to phases of life.

By wrapping investment advice in the context of life events to come, it helps us picture how our portfolio strategy aligns with our future. We can be more confident in pursuing our investment objectives and more tolerant about market ups and downs. TimeLining® is designed to create successful client/advisor relationships and more desirable outcomes.

Keep in mind that there is no assurance that any strategy will ultimately be successful or profitable nor protect against a loss. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation. Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. Prior to making an investment decision, please consult with your financial advisor about your individual situation.