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Our investment philosophy and strategies.

We make no claims for performance other than how we aim for it. We help clients reach their goals using three investment approaches:

  • Stock/equity accounts using Exchange Traded Funds (ETF) and Closed End Funds (CEF)
  • Mutual funds
  • Fixed-income annuities and securities

Carefully consider the investment objectives, risks, charges, and expenses before investing in any mutual fund, closed-end fund (CEF), or exchange-traded fund (ETF). A prospectus, obtained by contacting your advisor or broker, contains this and other important information about an investment company. Read carefully before investing.

All investments involve risk, including loss of principal.

Mutual funds, closed-end funds (CEFs), and exchange-traded funds (ETFs) are subject to risks similar to those of their underlying securities, including, but not limited to, market, investment, sector, or industry risks. Some funds may involve substantial and unique risks, such as international risk, currency risk, or leverage risk. Performance may be affected by risks associated with that particular fund. Each individual investor should consider these risks carefully before investing. Investment returns will fluctuate and are subject to market volatility, so that an investor’s shares, when redeemed or sold, may be worth more or less than their original cost. Unlike mutual funds, shares of ETFs are not individually redeemable directly with the ETF. Shares are bought and sold at market price, which may be higher or lower than the net asset value (NAV).

Investments in fixed income products, including bonds and certificates of deposit (CDs), are subject to liquidity or market risk, interest rate risk, financial or credit risk, inflation or purchasing power, risk, and possible special tax liabilities. They may be worth less than the original cost upon redemption.

At ETA, financial advising is a people business before it's a numbers business.

There are many advisors, companies, newsletter gurus and proponents of one strategy or another who can tell you what to buy. But few include any indication of when to sell until a loss is already fairly significant. Our methods are based on easily recognized facts rather than speculation regarding the future price of any stock or fund. It is simply the actual current price of the stock or fund in relation to certain verifiable factors we have identified.

Why is that noteworthy? Stock prices move upwards and downwards during different periods of time, and these trends can easily be tracked and analyzed. We are able to utilize this information to help avoid significant downturns in portfolio value. This is not because we can see the future or predict stock price movements on a daily, weekly or monthly basis. But rather because we can respond to the stock price movement in an efficient manner, thus protecting portfolios from large losses. We believe this is a key investment insight: rather than try to outguess the market, we simply respond to what the market is telling us, whether that is to buy, hold or sell.

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