It’s hard to remember when we’ve had so much financial uncertainty and fear. We are here for you to help manage the impact of COVID-19 and market volatility. We value your trust and loyalty and look forward to our continued association. Be reassured that your well-being and best interest is our primary concern. Don’t hesitate to call / contact us anytime for any reason!Thank you, Michelle & Jay
De Soto & Company focuses on Financial Well-being. For over 20 years, we have been committed to assist our clients in understanding products and strategies designed to help them achieve their goals.
A certainty of investing is that markets experience volatility. As a consequence, volatility could trigger emotional responses that may cause investors to make irrational decisions. The time to make financial decisions / reallocations of your investments is when you are devoid of fear! “Fear makes a terrible basis for decision-making”. A wise investor stays the course, understanding that investment success is not about how well you do in up-markets but most importantly on how well you weather the down-market.
Prior to and during uncertain times, it is wise to seek objective advice. It is “a wise person” that speaks-out his/her concerns and methodically reviews their situation. Investing is about. . .
“Allocation – Balancing - Reallocation – Rebalancing - Reallocation – Rebalancing”.
Get the idea!
Our priority is your financial well-being; yours, your family’s and your business/employees. We endeavor to understand your personal situation and identify your dreams and goals.
We are driven to develop “Long-term relationships” that encourage open and honest communication; this has been a cornerstone of our practice.
As “Fiduciary” we accept our responsibility to present solutions that are suitable and clearly in Your Best Interest.
” Facts tell, Stories sell”- our site is filled with educational videos, articles, slideshows, and calculators designed to help you with financial facts.
If you have a question; send us a note and we'll get back to you quickly with an answer.