The Best Stock of the Past 5 years

Articles like this make me sick!

You read them and say – Damn, if I only bought 1000 shares of priceline five year ago (yes I spoiled it) – I’d be rich …

The problem is how would you have know ?  The answer- there is no way possible to know.

Even worse what if you had picked :

              Fannie Mae, Freddie Mac or Lehman Brothers

Ah well!

      The Best Stock of the Past 5 Years

 We believe that:

  • Investment market forces are far to complex to be fully understood, predictable, or exploited by anyone over the long-term.
  • Investors can reduce the market losses produced by normally recurring market adjustments by using modern, proven theories of portfolio management.
  • Asset allocation across a broad range of investments such as stocks, bonds, real estate and alternative investments like commodities will reduce the “volatility” of returns.
  • By incorporating a strategy of asset management using a fee-based professional advisor rather than a commissioned-based Wall Street agent, the investor can turn investment and retirement futures into achievable plans.
  • The key to creating wealth in a portfolio is not having the best strategy at any point in time but in having a sustainable strategy over the long term.
  • Once wealth has been created, then there is a need to protect it.

 David Bradsher, CPA  is a Washington DC / Northern Virginia area CPA who works with small business owners and non profit leaders on a monthly basis to provide them with guidance and advice on how to grow their organizations, minimize their tax liabilities and increase their bottom line.

David Bradsher, CPA