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The Holy Grail Investment Formula – Part 1

The Holy Grail Investment Formula – Part 1

Feb 16, 2018 | Investment Management

High Quality = Better Returns + Less Risk and Financial Peace of Mind What would you do if I handed you a map to the Holy Grail of investing?  Would you toss it in the trash...

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Key Questions to Ask When Selecting a Financial Advisor

Key Questions to Ask When Selecting a Financial Advisor

Mar 7, 2017 | Financial Planning, Investment Management, Retirement Planning, Sub-Advising

Selecting the right financial advisor for you is one of the most important financial decisions you will make in your lifetime. Interviewing and hiring the right financial advisor...

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Four Tips On Being A Good Client

Four Tips On Being A Good Client

Feb 16, 2017 | Financial Planning, Investment Management, Retirement Planning, Sub-Advising

Today, more and more people are partnering with financial advisors to simplify their lives and reach their financial goals with added peace of mind. After a thorough screening,...

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Active vs. Passive Investment Strategies: Which is Right for You?

Active vs. Passive Investment Strategies: Which is Right for You?

Nov 25, 2016 | Business Cycle Investing, Financial Planning, Investment Management, Retirement Planning, Sub-Advising

Academics and investors have debated over the superiority of a passive investment strategy versus an active investment approach for years. First, let’s clear up the confusion...

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Bond Investment Ladder: Reduces Interest Rate Risk While Providing Income

Bond Investment Ladder: Reduces Interest Rate Risk While Providing Income

Nov 3, 2016 | Investment Management

With interest rates at generational low levels, investment advisors face two distinct dilemmas. How to: 1) safely generate additional investment income, and 2) do this while...

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A New Cyclical Bull Market in the Oil Patch Has Begun

A New Cyclical Bull Market in the Oil Patch Has Begun

Sep 16, 2016 | Investment Management, Market Commentary

The price of crude oil topped out in June 2014, then bottomed in February 2016 and has since partially recovered. During this period, the price of oil plunged by 76% and reached...

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Streamers: The Low Risk Gold Investment

Streamers: The Low Risk Gold Investment

Jul 1, 2016 | Investment Management, Market Commentary

“A mine is a hole in the ground with a fool at the bottom and a crook at the top.” – Mark Twain In May we laid out the case that a new cyclical bull market in gold had begun -...

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January 2016 $ums Investment Presentation

Jan 12, 2016 | Investment Management, Market Commentary

$ums Investment Group Presentation In January, Tom Kopas was once again invited to share his financial market outlook to the $ums Investment Group, part of the Sons In Retirement...

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925.287.8527

Pring Turner
Investment Management
1600 S. Main Street, #375
Walnut Creek, CA 94596

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