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Research has shown that a vital component of a positive investment experience is staying in your seat. We believe that it's our responsibility as your financial advisor to help keep you, the investor, focused on what really matters. This video titled "Tuning Out the Noise" helps illustrate this point. You can also click on the image to the right to view it.

Latest Blog

By Stephen Hart and Gina Petrelli Aldaz

Most financial decisions involve some degree of risk. While investing in capital markets has the risk of losses, not investing has the risk of missing an opportunity for a return on your investment. We have addressed systematic and non-systematic risk in previous blog posts, but in this case, we’re talking about emotional risk tolerance. One’s emotional comfort level with investment risk is a personal decision unique to the individual. Additionally, unlike, say, height or weight, there is no unit of measurement for risk tolerance. What I might consider a “safe bet,” you might perceive as highly risky.

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Values. Expertise. Results.

Talis Advisors is an award-winning wealth management firm based in the Dallas suburb of Plano, Texas and now serving the Portland, Oregon area.  We develop personalized, unbiased strategies designed to help clients grow, protect and transfer their wealth. As a fee-only Registered Investment Advisor, we deliver advice that is independent and objective.  We work with a nationwide client base of business owners, professionals and corporate executives.

We work for you, our client, and therefore make decisions that are in your best interest.  We have no incentives to favor a particular strategy, asset class, fund manager or service provider.  We operate with competence and objectivity driven by a focus on Nobel-prize winning financial economic research.

To learn more about how we're different from Wall Street and the typical retail financial advisor, click on the video below or call us at 972.378.1795.

 

 

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