For their corporate brochure, Five rules for Maximizing Financial Results, I translated rather dry, esoteric information into friendly, informative copy.
John Lennon said, "Life is what happens when you're making plans." At Crocker Securities we couldn't agree more. We like to think of an investment plan as a map designed to get you to your financial destination. There may be bumps in the road ahead...situations that couldn't have been foreseen. Thus, any sound plan must have built-in safeguards. Investing heavily in the "sector du jour" can lead to high returns but, as experience has taught us, it's a strategy fraught with risk.