The Fundamentals of Personal Investing
Investing for personal (also known as "non-qualified") purposes is a science of principles which is structured in ways consistent and coordinated with your tax, education, estate
and philanthropcic planning. Once understood, these principles can be applied, implemented and monitored regularly to enhance the greatest likelihood of success while minimizing
the potential of loss. Understanding these principles is simple but not easy. The skill comes not just from the understanding of the fundamental principals but the discipline
to apply them whether times are good or bad. It also requires a willingness to assess what is really occuring rather than denying, hoping or rationalizing in either favorable or
unfavorable market cycles. Our diversified investment advisors keep you on track.
By clicking on the appropriate area of interest in the left margin under the Investment Planning heading, we hope you will be able to gain a much better understanding of
the investment possibilities available.
For more information:
If you'd like more information about how diversified investment advisors can help you achieve your financial objectives through personalized wealth or retirement and risk management strategies, please contact us. We welcome the opportunity to discuss your unique needs and how we may best meet them.
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Charles M. Bloom, Registered Principal offers securities
and advisory services through Centaurus Financial, Inc. - Member FINRA and SIPC - 775 Avenida Pequena, CA, 93111 (mailing address: 3905 State Street Suite 7173, Santa Barbara, CA, 93105) - CA Life Insurance License No. 0A52786 - Centaurus Financial, Inc. and Shoreline Wealth & Investment Management are not affiliated companies.
The information contained in this web site is neither an offer nor solicitation of any security or service.