Important Documentation

We're here to help you understand every facet of preparing for your financial future. Use our resources to better understand the financial planning process and how we work for you.

What Type of Investor Are You?

This questionnaire is designed to help you gain an in-depth understanding of your investment objective, which serves as the foundation for your portfolio and guides us in making investment recommendations.

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H&A Investment Strategies: Portfolio Construction

Portfolio Construction is the analytical and disciplined process of building and maintaining individual portfolios with risk and return characteristics that are aligned with each client’s unique needs, goals, and risk tolerance.

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H&A Investment Strategies: Very Conservative

The Very Conservative Investment Strategy seeks current income along with a measured level of real growth of principal and income via investing in a portfolio that is roughly allocated to two-thirds bonds.

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H&A Investment Strategies: Balanced Portfolio

The Balanced Investment Strategy seeks both capital appreciation, as well as a measurable amount of current income and stability via investing in a portfolio that is divided roughly equal between stocks and bonds.

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H&A Investment Strategies: Moderate

The Moderate Investment Strategy seeks real growth in assets, with the secondary goal of providing current income and managing volatility.

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H&A Investment Strategies: Equity Plus

The Equity Plus Investment Strategy seeks capital appreciation via investing primarily within a portfolio of stocks.

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H&A Investment Strategies: All Equity

The All Equity Investment Strategy is an aggressive growth strategy that seeks capital appreciation and wealth growth via investment within a portfolio of stocks.

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H&A Investment Strategies: Cash Alternative Strategy

The Cash Alternatives Strategy seeks to maximize current income while reducing the interest rate risk within a diversified portfolio of bonds with an average credit quality of investment grade.

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Budgeting Tips for Teenagers

Learning how to budget your money early will help you make better financial choices later in life. Here are a few budgeting tips specifically for teenagers.

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Budgeting Tips for College Students

College is full of firsts, and it is also often a first taste of financial freedom. These tips will help you learn how to budget, manage ,and save your money so you don’t set yourself up for financial trouble later in life.

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