The most important part of an investment return is the amount of risk taken to achieve it. Investors should always be in control of their level of risk. Even if two portfolios achieve the same return, the one that takes less risk to do so is the better option. Improving risk-adjusted returns is a critical...Read More
We started CommonWealth Financial Strategies at Queensbury Securities, because after many years in the financial industry, we believed we could offer a better way for people to steward their investments that is in their best interest. Financial Advisors Should: Focus on client investments that meet their needs rather than chasing fads Offer pension-style portfolios constructed...Read More
The following sneak peek into our “pension-style” investment process comes from our forthcoming new website…more to follow! Below we detail how we manage our CommonWealth Portfolios. We do this work for our clients so they can invest with confidence. Our Pension-Style Investment Process: First, we use multiple statistical metrics and strict quantitative criteria to test...Read More
Fee-based financial professionals create a win-win situation for their clients and themselves by placing themselves on the same side of the table. There are many advantages to be gained from this professional relationship. A more trusted relationship is achieved immediately because there is no commission to buy or sell any product. Advisors are transformed into consultants by...Read More
