Setting and Targeting Investment Goals20150218120559

Setting and Targeting Investment Goals

AJ NorrisFebruary 18, 2015
Go out into your yard and dig a big hole. Every month, throw $50 into it, but don't take any money out until you're ready to buy a house, send your child to college, or retire.  It sounds a little crazy, doesn't it? But that's what investing without setting clear-cut goals is lik...
Inflation and Bonds: The Ups and Downs20150204221037

Inflation and Bonds: The Ups and Downs

AJ NorrisFebruary 4, 2015
The price/rate seesaw Inflation has an impact on most securities, but it can particularly affect the value of your bonds. Why? Because bond yields are closely tied to interest rates, and when interest rates and bond yields rise, bond prices fall....
Selecting an Advisor20120524144418

Selecting an Advisor

AJ NorrisMay 24, 2012
SELECTING AN ADVISOR When selecting an advisor, there are some all important questions that need to be answered to ensure that you’re getting the most out of your hard work. – What are my advisor’s motives? – Am I investing in my future, or my advisor’s? &...
Advisor Selection20120422021930

Advisor Selection

AJ NorrisApril 22, 2012
During the bull market run of the 1990’s, any broker could’ve made you money, buy and hold anything and you’d most likely be satisfied with the result. However, as we all know, good things must come to an end. Now, in more volatile and uncertain markets, who is watching over your...
Additional Details of our Investment Practice20120422020236

Additional Details of our Investment Practice

AJ NorrisApril 22, 2012
In our investment practice at Norris Financial Group®, accounts are supervised daily. Performance is measured daily in house and reported to the clients quarterly.  We do not utilize third party managers.  Instead we use in-house research and investment strategies. We employ soph...