$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 (SIR) organization.

Click the following link  to download the SIRS Investment Presentation 2016

Click the following link to download the SIRS 2016 Handout

Disclaimer: Pring Turner is a Financial Advisor headquartered in Walnut Creek CA, and is registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940. The views represented herein are Pring Turner’s own and all information is obtained from sources believed to be accurate and reliable. This information should not be considered a solicitation or offer to provide any service in any jurisdiction where it would be unlawful to do so. All indices are unmanaged and are not available for direct investment. Past performance does not guarantee future results.

Pring Turner Team
Pring Turner Team
This post is a collaboration of the Ping Turner team. Celebrating over 40 years successfully managing client investment portfolios in constantly changing markets. Pring Turner is a financial planning & investment management team based in Walnut Creek, CA.

Meet the Pring Turner Team

Continue Reading

Articles filed under Investment Management

The Holy Grail Investment Formula – Part 2

February 23, 2018 - In my last post, The Holy Grail Investment Formula – Part 1, we came to the conclusion that if you focus your investments in high quality (wonderful) businesses you can earn better returns than investing in low quality companies. However... Continue Reading

The Holy Grail Investment Formula – Part 1

February 16, 2018 - 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 because Nobel Laureate economists... Continue Reading

Key Questions to Ask When Selecting a Financial Advisor

March 7, 2017 - 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 who is a good match for your needs is possible if you... Continue Reading

Four Tips On Being A Good Client

February 16, 2017 - 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, interview and evaluation process in selecting a financial advisor who is best matched... Continue Reading

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

November 25, 2016 - 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 surrounding active investing. As fee-only investment advisors we believe “active” is best defined as... Continue Reading