Financial
Investing In These Volatile Markets
(Where to put from Garden World sample Tips and How to's)
Courtesy of Rydex Investments. Source: Graph created by Rydex investment using date from www.dowjones.com 1/2008. Performance displayed represents past performance, which is no guarantee of future results. The Dow Jones Industrial Average is unmanaged and unavailable for direct investment. Returns do not reflect any dividends, management fees, transaction costs or expenses.
"The goal to investing is profits, and hope is not a strategy for profit." Ed Eastering, Unexpected Returns Many investors are still using the traditional relative return strategies that worked from the rising markets of the last century. Current market conditions suggest using different strategies to try and close that gap between where we are and what we need to retire on.
"The Desire to learn is critical to changing our past investment behavior. The Desire to do nothing different simply does that as well - nothing." Jacque Barton
- Is conventional wisdom applicable for today's markets?
- Causes of secular bull and bear cycles and the missing link between economic and financial influences on the markets
- What this means to you as an investor and taking advantage of that knowledge
- Why Risk Management is so important during secular bear markets. How we manage risk rather than just accepting it.
- Investing is like a ball game. Knowing whether you're on offense or defense and how your current position impacts your financial decisions.
- Utilizing alternative investments to diversify during these volatile markets.
About Us
We have a fresh perspective on asset management and work to manage risk and wealth preservation for our clients.
We engage our clients in an ongoing conversation about their needs to create a financial plan that is right for them. We offer an independent unbiased approach to investing.
Jacque Barton
Branch Manager, Financial Consultant
THE BEST IN THE WEST
With more than 11 years experience in the industry, Jacque has worked though both bear and bull markets. She sees the market like a football game; you have to know if you are on offense or defense.
Jacque was born and raised in New Mexico. She is an enthusiastic Texas Tech fan. She has a beautiful and smart granddaughter and loves to keep her anytime the opportunity arises.
Education and Certifications
- BBA in Marketing
- Registered Securities Principal
- Investment Advisor Representative
- Buffalo Tracker
Tina Caddell
Financial Consultant
EXPECT THE VERY BEST
With more than 10 years experience in the industry, Tina has also worked though both bear and bull markets. She has a wide range of industry experience from operations to investment strategies.
Tina was born and raised in Texas. She and her husband, Larry, love animals and enjoy being outdoors, camping, and riding 4 wheelers.
Education and Certifications
- BBA in Finance
- Registered Securities Principal
- Investment Advisor Representative
- Buffalo Tracker
Dennis Gloyna
Financial Consultant
SERVING YOU INDEPENDENTLY
My mission is to meet your highest expectation by developing strategies to address your financial goals and objectives. Utilizing eight years of experience in the industry, in both good and bad markets, my focus is meeting your needs, both short and long term, with an array of investment tools.
Development of a financial plan is the key to the success of working towards your financial objectives. Customized plans are developed by reviewing the client's current financial situation of current investments, insurance coverage and estate plan to focus on a few. Strategies are then developed based on the client's objectives, time table and aversion to volatility.
Education and Certifications
- BS Industrial Engineering
- Accredited Asset Management Specialist
- Investment Advisor Representative
- Registered Securities Representative
Services
- Retirement Planning
- 401K Rollovers
- IRA's Roth IRA's
- "Got to Have" Savings
- Fee Based Programs
- Life Insurance
- College Savings
- Annuities
- Trust Services *
*through The Private Trust Company N.A., and affiliate of LPL Financial
