Tag: Investments

Ken Julian Discusses Investment Strategies for New Families

Ken Julian Discusses Investment Strategies for New Families

Ken Julian is the EVP of client portfolios for Halsey Advisors and manages over $300 million for more than 150 families. He has been featured in Barron’s Magazine as one of the nation’s top advisors specializing in helping new families build strong financial foundations. Ken spoke with us about some strategies all new families should adopt when it comes to…

What are the investor’s choice of markets?

What are the investor’s choice of markets?

When you’re new to investing, the sheer number of options available to you can feel overwhelming. Should you choose stocks, bonds, or securities? Should you select a pre-balanced package deal or fund? How can you establish the quality of any given asset, and how can you track assets over time? It’s no secret that well-judged investments can be highly lucrative.…