At Presilium, we provide our clients with detailed reports that show exactly how they are invested and how their investments are performing. Please let me take the next 2 minutes to show you a few highlights from one of our reports. The first thing we look at is the current mix of stocks, bonds, alternative investments, […]

As an investor, our goal should be to get the highest possible return no matter what, right? Wrong. As important as it is to achieve a great return, it can be just as important to achieve a consistently great return. An investment portfolio with a consistent return can actually outperform another investment portfolio that has […]

Today, in our twelfth episode, we wanted to talk with you about how important it is to stick with the investment strategy that is part of your long-term plan through both up and down markets, as well as to share data that supports this thinking. There is a popular saying in personal finance that is, […]

Welcome to Financial Planning Fridays, our weekly video series on the benefits of financial planning. Pablo Picasso said “Our goals can only be reached through a vehicle of a plan, in which we must fervently believe and upon which we must vigorously act. There is no other route to success.” Unfortunately, I never worked with […]