Philosophy
Investments
Whether you are an individual or institutional investor, Straight Talk Advisors will stress the need for higher levels of liquidity and will act more aggressively to reduce or exit asset classes that are floundering.
Individual investors and their families must act to take advantage of every incentive the government provides to save and prepare for their future needs and be more aggressive in their investment postures.
We feel that the Buy and Hold strategy of the 80’s and 90’s simply isn’t right for today and the foreseeable future.
In all cases we will not hesitate to exit markets when we see unjustified risks emerging. We may not be able to avoid client losses, but we will not allow those losses to run any longer than necessary.
Insurance
On the insurance front, we seek to save you money and ensure adequate protection for every personal and professional insurance coverage. Many policy owners are unaware that the insurance markets are constantly changing and regular price review of policies is an opportunity for real savings.
Do not renew a policy without the competitive review we offer.