My Philosophy

Over the course of the three decades I've spent in the financial services industry, I've come to learn a few things. I believe…

…it's better to be an owner than a lender, so I favor equities for the long run.

…that because equities can disappoint in the short run, most investors should have some highly liquid investments that can help cover their spending needs during down markets. Hence, the need for bonds.

…owning well-diversified portfolios can reduce potential risk and can provide better long-term investment objectives.

…investors should avoid market timing. Instead, portfolios should be fine-tuned through rebalancing to previously agreed-upon targets.

…emotions have no place in the investment decision-making process.

…risk is more than just volatility.

The PIM program may not be appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.

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