|
|
NBZ INVESTMENT ADVISORS, LLC
NBZ Investment Advisors can help you meet your long-term investment goals by putting you in a portfolio of proven mutual funds that are chosen to meet your individual objectives and financial situation. We continually look at fund performance, sector performance and market conditions to keep your portfolio diversified while protecting you from large downturns in the market. With our background as CPA's we can help structure a tax efficient investment program.
MISSION STATEMENT
OUR GOAL
Simply put, our goal is to evaluate your investment objectives and structure an investment program that maximizes your long-term returns in relation to the risk level you are comfortable in taking.
| NBZ QUARTERLY REVIEW |
Each quarter we publish a newsletter of investment topics that address the current market climate and present ideas you can put to use in your portfolio and overall financial planning. |
1st Quarter 2008 - Special Report
This is a special financial planning issue.
3rd Quarter 2007
This quarter we take an in depth look at tactical asset allocation. This investment method can increase returns while preserving a well diversified portfolio. We also discuss the recent turmoil in the markets and make a bold prediction for the rest of 2007.
Special Report - Panic of 2007
On July 19, the Dow Jones Industrial average closed at a record high of 14,000, a 12.33% increase for the year. Economic growth had resumed in the second quarter, retail sales were rebounding, unemployment was low and inflation seemed to be in check. Less than a month later, the Dow lost 1,154 points (8.24%) and the world was in full panic mode. In this special report, we’ll explore what went wrong, what the Fed is doing to help matter and what you should do now with your investments.
4th Quarter 2006
The markets had a great year in 2006. This quarter's newsletter looks at ways to maximize your income, grades our predictions on the markets from 2006 and makes new predictions for 2007.
To receive our NBZ Quarterly Review Newsletter by email, make a request in our Guestbook located at the top of the page.
