I have a succession agreement in place with Focus Partners Wealth. Your accounts would be seamlessly handled by experienced professionals with the same fiduciary standard of care, investment philosophy, and services.
No. I believe individual stock picking is an exercise in futility. Think of it like a sporting event, where we should expect the favorites to predictably win but NOT predictably beat the point spread. I firmly believe the prices of publicly traded stocks and bonds are determined by the expectations of millions of trades daily. The market is relatively efficient. Efforts to find mispriced stocks are unlikely to be successful. For an excellent discussion of this subject, read this article by Larry Swedroe, the Director of research for the Buckingham Strategic Partners.
I am not licensed to sell insurance or annuity products, but I work with an outside, non-affiliated team of insurance experts to examine and evaluate your current policies, make recommendations and provide alternative solutions. By not accepting insurance or annuity commissions, I’m strategically aligned to serve in your best interests without the conflict of outside compensation.
As of December 31, 2024, Arbor Wealth Advisors has more than $587 million of assets under management. As of December 31, 2023, Focus Partners Advisor Solutions, through the nationwide network of independent wealth management firms across the country, represents more than $44.7 billion of collective assets.
