Investing isn't just about creating wealth. It's about what money can help you do. Build a brighter future for yourself and your loved ones. Or design a better world for all of us. Our single focus is helping you achieve what's most important to you.
We don't follow every company. Instead, we filter stocks based on geography, track record, company size, and their debts and cash flow. Then we narrow down to the ones we believe have sustainable competitive advantages. And we use a valuation analysis to determine whether a stock's price is fair based on its value so we’re recommending quality companies with attractive prices.
We recommend you own fixed-income investments to preserve both the principal and the income. So we give advice on a bond's "credit risk." That refers to the bond issuer's ability to pay principal and interest until the bond matures.
In fact, our fixed-income research analysts view credit risk as the most important factor in evaluating individual bonds. We also consider other risks, including interest rate risk and reinvestment risk — all while conducting high-quality, in-depth analysis on bonds. This timely, insightful information is at your financial advisor's fingertips so they have what they need to help you make a decision.
With thousands of mutual funds and exchanged-traded funds (ETFs) to choose from, it can be overwhelming to pick which ones to buy. We follow research that has extensive investment experience in analyzing mutual funds and helping provide quality recommendations.