We believe that markets work. The capital markets do a good job of fairly pricing all available information as well as incorporating investor expectations about publicly traded securities.
We believe that only long-term investing in the equity markets offers you a return that outpaces the effects of both inflation and taxes on your portfolio.
We believe that risk and return are related. Our portfolios are structured to take advantage of the dimensions of risk offered by investing a measured portion in the small and value asset classes.These size and value effects are strong across global markets.
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as Financial, tax or legal advice. Please consult financial, legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Neel Shah, J.D., CFP® is an Investment Adviser Representative of Beacon Wealth Solutions, LLC, a Registered Investment Advisory Firm. Wealth management and investment advisory services are offered solely by Beacon Wealth Solutions, LLC, 241 Forsgate Drive, Suite 204, Jamesburg, NJ 08831 877-6Beacon, Tel: 877-623-2266,
Shah & Associates, P.C. is a law firm and independent of Beacon Wealth Solutions, LLC
Shah Total Planning LLC is an Education, Outreach and Marketing firm and independent of Beacon Wealth Solutions, LLC
Neel Shah, J.D., CFP® is licensed for life insurance and health insurance in New Jersey and various other states.
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