Advisor Strategies
The reality is that every investor loses money at some point, but keeping these rules in mind is still a good place to start as they prevent reckless investing....
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My firm Beta Management Consulting is a Houston company located in the 610 Loop in the Montrose area. My wife and I love our city. We are committed Houstonians who have served and supported our community since we moved here 15 years ago. I advise clients on stocks and bonds, focusing on the stocks of companies that appear under-valued relative to either their market price or future prospects. Recommendations are then allocated to fit each client’s specific needs and goals, whether it's funding for retirement, education or a lifelong dream. I help clients raech their goals. This in tandem with competitive fee-only pricing of services, personable communication with each client and partnering with Charles Schwab for clients' broker/custody services further solidifies my client-focused presence in the Houston market. Call me today to start planning your future now.
The reality is that every investor loses money at some point, but keeping these rules in mind is still a good place to start as they prevent reckless investing....
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Advising is a process of keeping clients thoroughly informed. A market perspective is provided and specific security selections are explained based on their fundamentals.
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Geopolitical events, large and small, come and go. We’ve survived all of them, despite some sharp turns to the downside. The Middle East is ever-present whether it’s terrorism or oil prices to name a couple.
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