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Altrius Capital Blog

20 Feb 2018

Mano A Mano: Altrius vs. “Legendary Manager” Ken Fisher of Fisher Investments

Posted by James Russo

It is unfortunately difficult in the very noisy financial services sector to tell the difference from a broker working for a large bank, a financial services representative at your local bank, an insurance agent pitching financial advice via annuities or life insurance, online brokerage firms offering advice on a green chair, robo-advisors with model ETF platforms and accounting firms selling mutual funds. Some firms however are fee-only Registered Investment Advisors which provide wealth management services as a fiduciary for a fee without commissions thereby limiting many conflicts of interest.

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Topics: Investing, Long Term Investment

05 Feb 2018

"Now Is Always the Hardest Time to Invest"

Posted by James Russo

Today's 2%+ market sell-off has certainly unnerved some investors.  Like any market move in the short-term, it's important to take a deep breath and think about your long term goals as we assess our outlook and strategy.  So, has anything changed?

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Topics: Investing, Dividends, Long Term Investment

19 Dec 2016

Approaching Dow 20,000...Take a Breath, It's Just a Number

Posted by James Russo
 
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Topics: Investing, Dividends

14 Nov 2016

Trump Wins...Now What?

Posted by James Russo

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Topics: Investing, Advice, trump presidency

19 Sep 2016

Eating What We Cook

Posted by James Russo
At Altrius, we invest our company’s retirement plan assets side by side our clients owning the same stocks and bonds that our clients do.  In addition, I also invest all of my personal savings in the same 35 U.S. stocks, 40 international companies and approximately 100 bonds we own.  “Eating what we cook” is one of the many ways we align the interests of our clients with our own interests. 
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Topics: Investing, Wealth Management, Long Term Investment