…decline in price. Asset allocation strategies are also used in portfolio management. When financial professionals ask you questions about your goals, time horizon, and tolerance for risk, they are getting…
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Search Results for: Finance Management Made Easy
Alex Beale
Alex is a Financial Advisor with Patriot, where he builds lasting relationships assisting clients in all areas of their financial lives including investment management & financial planning. Alex enjoys the…
Read MoreRobert E. Scurlock
Originally from Charlotte, North Carolina, Bob joined Patriot Investment Management in 2018 and serves as a Financial Planner and Investment Manager. He enlisted in the Army in 1976 and was…
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Don’t Procrastinate
…off making the necessary fixes. You will be glad you acted. Refinance Your Mortgage The first mistake we see has to do with a failure to refinance a mortgage at…
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Is it Finally Time to Adopt the 4-Day Workweek?
…died from stroke and 347,000 from heart disease as a result of having worked at least 55 hours a week. Today, the Society for Human Resource Management estimates that only…
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Do You Have FOMO When it Comes to Investing?
…a wise investor avoid falling prey to FOMO? That’s easy, just remember the adage: “If it sounds too good to be true, then it probably is.” To best avoid losing…
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2019 Market Review
…MSCI World Small Cap -12.2% 26.8% Source: Bloomberg Barclays, FTSE, MSCI, Refinitiv Datastream, J.P. Morgan Asset Management. All indices are total return in US dollars. Data as of December 31,…
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It’s Time To Revisit Your Annual Financial Goals. How Did You Do?
…about personal finance? Did you develop better financial habits? Did you make strides in improving your financial literacy? These non-monetary gains are crucial for long-term financial success. Setting Goals for…
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What Can the Best/Worst Stocks of 2020 Tell Us?
…it’s a topic that divides some of the brightest minds in finance. Rather than jump down that rabbit hole, let’s instead try to decipher what the stock markets are telling…
Read MoreCharles R. Harr
Originally from Texas, Charlie joined Patriot Investment Management in 1994 and serves as Financial Planner and Investment Manager. He earned a Bachelor of Science in Mathematics from West Texas State…
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