Category Archives for Wealth Management

Commentary: Understanding and Measuring Risk

Most people seem to like risk when they are winning, but become prudish when they are losing.  It’s not logical, since with high risk comes big ups and big downs.  They are opposite sides of a coin.  But to quote Spock from Star Trek, “it is human”.

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Portfolio Options

As many of you know, we have had a lot of improvements this last year. Several great advisors like Steve Holmes, Ray Harrison, and Brian Peardon have chosen to join us at Protection Point Advisors, because they also believe in our values: integrity, sincerity, innovation and putting clients first.

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noun: The action or process of innovating. Syn: Change, alteration, revolution, upheaval, transformation, metamorphosis, breakthrough Early in my career, as a junior advisor at a major company, I had a senior executive say to me, “Rick, stop being so creative.” I ask him to repeat it, because I couldn’t believe I heard it right. He […]

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Advisory services offered through EWG Elevate, Inc. dba Protection Point Advisors.

This represents a partial list of clients. They have not been compensated and were not selected based on duration, performance, account size.