By Sam Taylor | May 25, 2016
Any tennis player, golfer or baseball player can affirm that there is an area on the face of a racket, club or bat that is referred to as the sweet spot.  It varies in size, but it is the optimal location on the particular instrument that the athlete wants to hit the ball.  Anyone who can hit...
By Sam Taylor | April 29, 2016
When it comes to prudent investment practices diversification is the foundation upon which a successful long-term plan is built. Some investors believe they should also diversify their assets among multiple financial advisors. This practice could prove harmful to your advisory relationship(s) and...
By Sam Taylor | March 22, 2016
So many investors plod through life hoping they are making prudent decisions but never really certain.  Given today’s overwhelming landscape of financial products, services and conflicting advice it’s no wonder investors remain in a state of semi-anxiety and confusion.  In the spirit of keeping...
By Sam Taylor | February 1, 2016
Being a successful investor means different things to different people.  It may mean paying for educations and weddings for children or grandchildren, giving back to your community or church, a dignified retirement or even leaving a meaningful legacy.  It is usually not an accident but the result...
By Sam Taylor | January 21, 2016
Wealthview Capital adheres to the major tenants of Modern Portfolio Theory (MPT) in managing our client’s assets.  Those three tenants are (1) broad diversification, (2) optimal asset allocation and (3) periodic rebalancing.  Given the market’s recent sell-off we made the decision to re-balance...