Focusing on Return – The Dynamic Advisor Monthly Series | VIDEO

Focusing on Return – The Dynamic Advisor Monthly Series with David Gallacher, CFA

Your investments are the single most important part of your financial plan; not an afterthought. And in this video, Partner and Portfolio Manager David Gallacher, CFA talks about refocusing on your investments to reach your goals. David also explains how to think about return, realistically, and in the context of inflation. He shares a general example of investing today given a 10-year horizon along the various points of the risk spectrum.

David Gallacher, CFA is a Partner and Portfolio Manager at C.J. Lawrence, a New York based investment management boutique providing platinum level service and investment portfolio customization to individuals, families, and institutions. With a legacy that dates back to 1864, C.J. Lawrence was re-launched in 2014 as an independent SEC registered investment advisor. The firm combines the talents of a highly experienced portfolio management team with an environment centered only on delivering optimal results for our clients.

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