401 Advisor, LLC is a registered investment adviser based in Centerville, OH. Bill DeShurko founded 401 Advisor, LLC in 2003 after becoming frustrated by the losses incurred by individual investors who followed the industry’s typical "buy and hold" approach to investing. Drawing from his 25 years of experience in the financial services industry, and as a CERTIFIED FINANCIAL PLANNER™ practitioner, Bill developed a strategy for investors who need a high monthly income to maintain their lifestyle. The strategy is also designed to help conservative investors who seek investment growth through reinvested dividends.
I believe the markets will be weak over the summer.
A common view in investing is that “conservative” somehow equates with “buy and hold”, and the corollary to that is that trading equates to higher risk.
There are plenty of potential candidates to capture today’s mega-trends, but identifying them isn’t the most difficult issue. Timing is the biggest challenge.