• Skip to main content
  • Skip to primary sidebar
  • Skip to footer

Masters Advisors

  • About Us
  • Our Approach
  • Our Services
  • Corporate
  • Blog
  • Contact
  • Client Log-in
Client Log-in Contact Us

The Master’s Minute

Helpful Tools and Tips

Blog Series: The Master’s Difference

October 3, 2016 by Lyle E. Hershey

Driving a high performance car can be an exhilarating experience, but no matter how much fun you have driving a car, the basic purpose behind driving is to get from one place to another. Although the driving experience can vary greatly depending on the car, any functional car can get you where you want to go.

In the same way that the purpose of driving a car is to physically get you to your desired destination, the purpose of investing in the stock market is to get you where you want to go financially. At Master’s we focus on helping our clients identify their financial goals. We then develop a strategy to help them pursue those goals. We believe the stock market is simply a vehicle to help them get to their financial destination. We design and build various diversified portfolios using a blend of stock and bond funds that target specific risk and return characteristics. The higher risk and return portfolios are designed for longer-term financial goals; conversely, the lower risk and return portfolios are designed for goals that require a higher level of predictability. The primary objective behind our portfolio design is to help our clients arrive safely and on time at their financial destination.

Owning high performance individual stocks might make for some entertaining conversation at you next social gathering, but if you want to accomplish your financial goals, matching the appropriate investment portfolio to your specific financial goals is the prudent path to follow. Taking time to consider what you want to accomplish is an important planning step that many never take time to do. Our discovery interview is designed to help you identify and articulate your financial ambitions. If you are ready to create a step by step action plan to accomplish your goals, the Master’s team would love to schedule a meeting with you to begin the process of creating a financial map for you to follow.

Filed Under: Blog, Market + Industry

Primary Sidebar

Categories

  • Behavioral Finance
  • Blog
  • Client Service
  • Current Newsletters
  • Faith Integration
  • Financial Planning
  • General
  • Investing
  • Market + Industry
  • Master's Minute
  • Master's News
  • Personal Development
  • Strategy
  • What's the Point?

Search Blog

Archives

Footer

Receive Master’s Minute Blog Articles Today

  • This field is for validation purposes and should be left unchanged.

480 New Holland Ave
Suite 7201
Lancaster, PA 17602

  • 
  • 

Contact Us

Albridge log in | Client log in

© 2023 Master’s Advisors • Developed by TinyFrog • Important Disclosures | Privacy Policy

Securities offered through Securities America Inc., member FINRA/SIPC. Master's Advisors is not affiliated with the Securities America companies. Advisory services offered through Securities America Advisors, Inc. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. This communication is strictly intended for individuals residing in the states of CO, DE, FL, IL, IN, KY, MD, ME, NC, NE, NJ, OH, OK, PA, SC, TN, TX, VA, VT, WV, WY. No offers may be made or accepted from any resident outside the specific state(s) referenced. PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. The company is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third party technologies,  websites, information, and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to. All images and Content Copyright © 2020 Masters Advisors, Inc. Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.

Securities America Form CRS

Check the background of this firm on FINRA's BrokerCheck.