My Personal Message
I am a firm believer in a long term approach to investing and staying invested during both upturns and downturns. The market often moves in big bursts and history has shown the folly of trying to time your investments.
Remember: you can't win if you aren't on the field!
We are all good at different things. I would love to help and encourage you to get invested and stay invested! We will be in this together. This doesn't have to be complicated.
Please contact me
today to set an appointment.
Prior to being a financial advisor, I operated a small family owned business. Combining the many challenges I faced during that time with over 25 years of investment experience has provided me with the advantage to relate to my clients in a more real and personal way. I have endured many life experiences as well, both the expected and unexpected, which have allowed me to truly understand and empathize with my clients’ needs. Being able to have that sense of connection makes all the difference, both to them and me. Helping people develop an intelligent, feasible wealth management plan that can be explained in understandable terms is what I always strive to achieve. I believe that utilizing straight talk to outline both opportunities and risks is the best way to help my clients make informed decisions.
My areas of focus are:
Income Investment Strategies Building Capital Over Time
Income Producing Investments
Growth with Average Market Risk
Retirement Income Planning
College 529 Savings Plans
Please review the many reports available on the equity and fixed income markets.
Financial Markets Commentary: Dollar Awakening
The return to higher, conventional interest rates should be the biggest game changer in years for bonds, stocks, and currencies. The greenback seems like it’s already embarking on a multi-year period of outperformance. Read the full financial markets commentary, as well as asset-class views and key forecasts, in the latest edition of Global Insight.
Time for a Frank Conversation About Interest Rates
With concern building over a potential rise in interest rates, we feel it’s important to have an informed discussion about the current market environment and the likelihood that interest rates will rise—eventually, not imminently. Our Senior U.S. Fixed Income Strategist Craig Bishop weighs in on when rates could begin to rise, what would cause them to do so, and how high they could go. Read more.
It would be a privilege to hear from you regarding your current and future financial circumstances. Call me at 410-318-5097 or click below.
Jack Dembowitz is currently registered to conduct business with residents of the following states:
AZ, CA, CO, FL, IL, MA, MD, NC, NH, NJ, NV, NY, PA, WV
Non-U.S. residents click here. Please note that not all of the services and products mentioned in this site are available in every state. The information within this web site has been prepared for informational purposes only and is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security or instrument or to participate in any particular investment or trading strategy.