My investment philosophy is centered around the knowledge that diversifying and holding high quality investments, over the long term, through good and bad markets, can help reduce risk. My job is to provide proven and time-tested investment advice that coincides with your goals. Those goals are paramount in my assistance with helping you figure out your risk tolerance and time horizons.
A long-term strategy
I believe the best way to build and preserve your financial future is with a long-term approach to investing. That’s why I don’t follow investment fads. But “buy and hold” doesn’t mean “buy and ignore.” We should still review your portfolio at least once a year to make sure you’re on track for the long haul.
Hyperfocus on quality
I know what quality looks like. My Research department recommends stocks, bonds and mutual funds that I believe will perform well over time – through good and bad markets. That’s why I don’t recommend penny stocks, individual junk bonds, options or commodities. I focus on quality investments that bring you closer to where you want to be.
Diversify, diversify, diversify
While diversification can’t protect you against a loss, it can help reduce your risk. If your money is invested in just one or a few investments, and one of them struggles, your entire financial strategy could be in trouble. So I recommend building a portfolio that includes different types of investments that perform differently over time. And I’ll work with you to limit your risk and help you achieve your goals.
How we can help
No matter what your path forward looks like, I will work with you every step of the way. Backing you up with candid advice and thoughtful, tailored strategies – so you can see the road ahead and move forward with confidence that I’ll help you achieve it.
Investment Philosophy – Mike Stapleton, Tampa and Clearwater, Florida