Creating Your Future Story
How do you imagine your future story? You might see yourself traveling the world, enjoying daily round of golf, or some other special pastime. Maybe you want to buy a home in the mountains or on the beach. Whatever special story you have envisioned, it probably requires money.
Some may be happy with a tale in which they just “get by.” Most long for something more. That’s where we come in.
At Vestory, we help you write the best possible future story by combining our unique ability to get to heart of your needs, wants, and fears with the latest academic research on investing and portfolio construction.
Your life is a complex mix of emotions and realities. We understand these competing forces and have learned, over decades, how to help you keep them in balance. Investing, like everything else, involves both the science of investing and the art of understanding the people involved.
We practice a “holistic” form of financial service. Our investment advisory combines both the brains and the heart of creating wealth to help you write your best future story.
Discover how comfortable and understandable real investing can be.
To learn more about Vestory and our unique investing services:
Constantly Seeking Investment Truths
For the past 25 years, as financial journalists, Tom Cock and Don McDonald have reported on the investing industry. During this time they came to a not-so-startling conclusion most of the advice given by Wall Street experts in self-serving and usually not in the best interests of the average investor.
Avoiding Financial Dangers
There is too much bad advice being given to investors. Huge money is being made by convincing people that speculating is really investing. Commissions have created a conflict of interest between those giving advice and those who receive it. Trading makes money for Wall Street at the expense of Main Street. Lack of diversification has led to frightening losses. It seems like investors get “broker” while brokers, traders, and agents keep getting richer.
Understanding DIY Investing
Rather than being exposed to the hazards of Wall Street, many investors have taken matters into their own hands. They have chosen to try to manage their own investment portfolios, using no-load mutual funds or individual stocks and bonds. In a rising market, this strategy often paid off. It wasn’t until the market plummeted that these do-it-yourselfers discovered the limits of their knowledge and commitment.
Answering the Big Questions
Most of us need help determining if we enough have money for retirement, how to create a financial plan for post-working years, and how to create a properly balanced portfolio. Vestory, using our My Future Blueprint and our NextWage system, provides you with the critical financial planning information you need for a financially secure retirement.
Creating a Better Way
Over the years, both Tom and Don have come to realize that many investors need someone who can answer these questions. Investors are looking for responsible guidance and access to the best investment vehicles to meet their needs. Tom and Don knew that investors needed help and that they wanted to help investors - one at a time - understand the investing process, build low cost diversified portfolios, and enjoy a brighter financial future. For that reason, Vestory was born!
Using Best Practices and Providing Education
Vestory incorporates the best aspects of all the firms that Tom and Don have studied over the past few decades. Vestory advisors are experts at creating diversified mutual fund portfolios for our clients that are based on academic research. They provide the highest quality client service. Most importantly, Vestory is dedicated to providing a critical investing education to everyone - clients or not.
Let us help you make your future what you want it to be.
Vestory is ready to work with you to write your best possible future story.
Our Investing Strategies
Investing is not a game. Investing is serious business. Your investments will likely determine how enjoyable your family’s future and your retirement might be. At Vestory, we take your future very seriously. That is why we take the time to create investment portfolios designed to improve your returns while maintaining a level of risk that matches your personal tolerance. We then continually monitor your portfolio and your changing situation to make sure that we are on course toward the best possible future story for you.
To provide the best possible guidance, we must get to know you, your current situation, and your possible future needs. At Vestory, we don’t sell financial products. We create complete investment portfolios designed specifically for you.
Our portfolios are created based on the best academic research we can find. Decades of data have shown that well diversified equity portfolios combined with a very conservative fixed income foundation can help increase your long-term returns while reducing short-term volatility (which is, in fact, the only real risk in a massively diversified portfolio).
Once we have created the right portfolio for you, we monitor it regularly and help you rebalance the portfolio to maintain the proper asset allocation. Once it’s time to begin withdrawing assets from your portfolio we accomplish this through strategic withdrawals that are tied closely to the process of portfolio rebalancing.
We welcome the opportunity to show you what we do and how we can help you create a better portfolio and a brighter future story. We invite you enjoy one of our live educational events or a totally free financial consultation with the Vestory advisor.
Talk with a Vestory advisor.
Commitment to Education
There are thousands of books written about investing. Television is filled with shows that are designed to help you pick the right stocks to own or trade. But few "educational" experiences really prepare you properly for investing and retirement. Vestory aims to change that.
Our live events, video workshops, radio shows, and articles are designed to take the mystery out of investing. We want you to learn - step by step - how to build a long term portfolio for good times and bad times. We plan to show you how to avoid costly financial mistakes. Along the way we hope to arm you with the necessary knowledge to help you tune out “investment pornography” (those exciting promises of huge wealth with little effort) that can do long term damage to your retirement savings and, in the process, destroy your future plans.
We invite you to take in a live educational workshop, watch video workshops, listen to our weekly radio program (on the radio or via our podcasts) and read our regular articles and commentary. They are all designed to get you on the right track to a better future story, and keep you there. The best news if all: all of this financial knowledge is yours with no obligation! It's part of our commitment to help you get investing and your future right.