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Pelleton Capital Management, Ltd.
Phone: 480.513.1830 office
Phone: 602.569.6126 direct
Charles C. Scott, Accredited Investment Fiduciary®, has more than 30 years of experience in the financial services industry. He developed and managed an institutional sales department for Washington Mutual, and then served as the Northwest Regional Manager for MFS, America's oldest mutual fund company. Since 1993, he has been an independent adviser, focusing on providing his clients with objective, unbiased planning and investment advice. He has written for the Wall Street Journal, CFO Magazine and other publications.
Before you make any investment, figure out your answers to these questions to help minimize your risk.
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Whether you feel it to be true, your kids become adults at age 18. They need to have these legal documents in order.
No, 93.6% of your investment returns are not due to the asset allocation of your portfolio.
It may be a sound investing strategy, but it loses power over time.
You need a logical investment strategy to help manage how you're bound to react to the ups and downs of the market.