Broker Check

Chuckonomics 101

Chuck has over 30 years of experience in the financial planning world and in that time, has coined his own investment philosophy called Chuckonomics. He realized that when he was at dinner parties explaining what he does, peoples’ eyes would glaze over and he would lose their interest. But, what he does is unique so he needed a unique way to explain it! Enter: Chuckonomics.

Chuckonomics is built on the idea that the best way to improve investment returns may be to avoid large losses over time. Like we say, we ride the bull but prepare for the bear. We do this through tactical asset allocation, which means that we actively manage your money and help you avoid market downturns to protect your investment.

Don’t let your retirement plan be like an airplane that can’t land, endlessly circling the sky until it runs out of fuel. Instead, plan for the turbulence in life so you can land on retirement’s runway.