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In This Issue

Most Important Investment

Year End Tax Tips

 



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We enjoy bringing value to our clients every time we interact with you, therefore, this monthly newsletter is intended to share one or two timely topics that will enrich your life.

 


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Bryan Erickson
President
highWAY Financial Networks
Advisor Bio
 

Dear Friend, 

We are in the midst of the one of the most intense financial storms in our nation's history.  Many investors have become paralyzed by fear as giant investment firms and banks have suddenly collapsed causing investors to lose their financial confidence and direction. 

Our first article introduces the importance of a written investment policy statement that acts like a rudder on a ship keeping investors on course to reach their financial destinations.

 

Unfortunately, many investors do not have an investment policy and are tossed about like a ship without a rudder when severe financial storms arrive.

At highWAY, we guide investors through the emotional highs and lows that occur during dramatic market swings helping investors maintain their financial direction allowing them to remain focused on - - Living.  Beyond the Money. 

We have included a list of year end tax tips to help you take advantage of tax saving opportunities for 2008 and tax planning strategies for the New Year.

May peace and joy fill your heart and home during this holiday season.

 

 

 

The Most Important Investment Decision Is Not What You Think!

Conventional wisdom and the popular media perpetuate the notion that to be a truly successful investor you need to be really great at choosing the best stocks (Security Selection) and/or picking the perfect moment to buy and sell (Market Timing).

It turns out that conventional wisdom may be hazardous to your wealth. 

According to a recent study concerning professional managed mutual funds, "the number of funds that have beaten the market over their entire histories is so small that the False Discovery Rate test can't eliminate the possibility that the few that did were merely false positives."

If the professionals cannot consistently outperform the market then what hope do we have?  The answer is to establish
. . .  

Click here to read the rest of this article

 

 

 

Year End Tax Tips 

Consider taking advantage of these tax tips before you hit the road for your holiday vacation.   Our clients have successfully used these techniques to save thousands of dollars now and in the future.

Click here to read more

 

 

 

I believe these articles can be very beneficial to your financial health.  Feel free to contact us if you would like more information on how to design an investment policy that is in alignment with your goals or if you wish to discuss how our year-end tax tips may apply to your unique situation.

Sincerely,

Bryan Erickson, President
highWAY Financial Networks
(530) 223-1222 
berickson@highWAYfinancial.com
www.highWAYfinancial.com 

The preceding article is not a complete analysis and should not be considered investment advice.  highWAY Financial Networks is a registered investment adviser.  If you would like to receive more information about highWAY Financial Networks, please contact us for a copy of our disclosure document, Form ADV Part 2 and Schedule F. 

 
 

 

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