We are SEC-registered investment advisors dedicated to focusing clients on the important decisions necessary to manage their wealth. By combining actionable planning advice with objective investment guidance, we strive to enable clients to achieve their financial goals and shape their legacy for generations to come.
Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk. It is based on the premise that the different asset classes have varying cycles of performance, and that by investing in multiple classes, the overall investment returns will be more stable and less susceptible to adverse movements in any one class.
The financial planning process at Stegent Equity Advisors, Inc. begins with an in-depth evaluation of your current financial situation. Once we’ve established your overall objectives, we’ll focus on your specific goals. With changing economic conditions and market swings, we advocate investing sensibly over the long run and maintaining an adequate level of insurance coverage.
According to a recent study* by the higher education team at NerdWallet, high school graduates in the U.S. left more than $2.9 billion in free federal grant money unused over the last academic year. All because they did not complete the FAFSA.