Building Wealth Beyond the Buzz: How We Cut Through the Noise
Dear Valued Client,
It’s easy to get caught up in the excitement of the stock market. Headlines scream about the latest trends, social media explodes with hot tips, and everyone seems to have an opinion on where the market is headed next. But how do you separate the hype from real, lasting value? First, let’s look at two factors- why is value investing our focus for you and how do we engage it in on your behalf?
Value investing is a safer approach because it focuses on buying undervalued stocks, creating a margin of safety. It emphasizes fundamentals, reduces overvaluation risk, and promotes a long-term perspective. However, it requires discipline and patience, as there’s no guarantee of future returns.
That’s where we come in.
You already know that we don’t rely on fleeting trends or follow the crowd. We believe in a disciplined, data-driven approach to investing, and we use our expertise to help you navigate the complexities of the market.
More Than Just Headlines:
Remember that “can’t-miss” stock idea your overheard or heard mentioned on radio or TV? I hear them all the time. Perhaps your sourced by the online guru promising astronomical returns? Investing based on emotions or incomplete information is a recipe for disaster.
Our mission, on the other hand, is to employ a comprehensive, multi-faceted approach to stock and bond valuation. This supports our desire to mitigate your downside risk and falls in line with the recognition that the buying price of a stock or bond may be the biggest part of your total return. We dig deep into the fundamentals, analyzing each potential investment through a variety of proven value models, including:
- Classic Value Investing (Ben Graham Model): Unearthing undervalued companies with strong financials.
- Discounted Cash Flow (DCF): Projecting future cash flows to determine intrinsic worth.
- Growth Potential (Peter Lynch Model): Identifying companies with exceptional growth prospects.
- Relative Valuation (Median Price-to-Sales): Comparing a company’s value to its industry peers.
- Future Cash Flow Projections: Analyzing a company’s ability to generate cash in the years to come.
- Net Current Asset Value: Assessing a company’s liquidation value in a worst-case scenario.
- Proprietary Internal Models: Leveraging our unique insights and experience.
The Value of Time and Expertise:
Think about how much time you save by not having to research every single investment opportunity from multiple value models. Consider the peace of mind that comes from knowing your portfolio is managed with a disciplined, proven process. That’s the value we bring to the table.
We understand that your time is valuable. Our personal and professional commitment to you is to to free you from the complexities of investment management, allowing you to focus on what matters most to you.
But our expertise goes beyond simply crunching numbers. We stay ahead of the curve, constantly adapting our models to reflect changes in tax laws, interest rates, and industry trends as the economic cycle evolves. This dynamic approach ensures you that we are considering adjustments to your portfolio as is necessary to an ever-changing landscape while assessing the tax implications of harvesting gains versus working with you to defer the tax landscape whenever possible.
Sharing the Wealth of Knowledge:
We believe everyone deserves access to sound investment strategies. If you know someone who is:
- Looking to grow their wealth in the stock and bond markets.
- Overwhelmed by the complexities of investing.
- Seeking a trustworthy and experienced partner to guide their financial journey.
…then we encourage you to share your experience with them. Let them know how we’ve helped you achieve your financial goals.
Growing Together:
When you share your positive experience with others, you’re not only helping them achieve their financial goals, but you’re also helping us grow and expand our reach.
A Simple Conversation:
Sharing is easy! Simply tell your friends and family about your experience with us. Let them know how we’ve helped you navigate the complexities of the market and achieve your financial goals.
Thank you for your continued trust and support. We look forward to the opportunity to serve you and those you care about for many years to come.
Sincerely,
Vaughn Woods, CFP,MBA
Vaughn Woods Financial Group, Inc.
2226 Avenida De la Playa, Suite B
La Jolla, CA 92037
We are unable to accept orders via email. If you wish to place an order, please consult your registered representative or contact the home office trading desk at (800) 649-4554.
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Past investment performance is not indicative of future results. Securities offered through Bolton Global Capital, Inc., Bolton, MA. Member FINRA, SIPC. Advisory services offered through Bolton Global Asset Management, a registered investment advisor, 579 Main St., Bolton, MA 01740 (978) 779-5361.
Investors should be aware that there are risks inherent in all investments such as fluctuations in investment principal. Past performance is not a guarantee of future results. Asset allocation cannot assure a profit nor protect against loss. Although the information has been gathered from sources believed to be reliable, it cannot be guaranteed. Views expressed in this newsletter are those of Vaughn Woods and Vaughn Woods Financial Group and may not reflect the views of Bolton Global Capital or Bolton Global Asset Management. The information provided is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. VW1/VWA0307.