One of the most eye-catching equity market trends since the beginning of this bull market in 2009 has been the dominance of growth over value. However, there's a big divergence taking place between value stocks and growth stocks this year. Value is significantly outperforming - by several hundred basis points.
If you haven't thought about creating a durable income stream via high-quality, dividend-paying securities as part of your overall investment strategy, now would be a good time to start.
Smart Planning. For Life.
At LodeStar®, we strongly believe you should be receiving total financial life advice, not just investment advice. Smart, forward-thinking, financial planning will help simplify and meaningfully improve your quality of life.
We combine asset management with comprehensive financial planning, using cutting-edge technology, including risk-engineering, to bring you the best in wealth management. We'll handle your financial life so that you can focus on what you enjoy.
We are a "fee-only" wealth management firm and serve as fiduciaries, always putting your best interests first.
Smart Planning. For Life. It's what we're all about. Looking for an open, friend-to-friend kind of relationship? Let's get together and talk about your life.
Sign up to receive periodic market updates and industry news right to your inbox.
What's Your Risk Number?
It turns out many investors have more risk in their portfolios than they previously realized. Our risk engineering technology enables us to make sure the Risk Number of your portfolio matches your personal Risk Number.
Discover your Risk Number and let us help you align your portfolio.