Join educated investors who get actionable, evidenced-based wealth management insights delivered directly to their inbox.
Subscribe
AVL Wealthcare Boats

Discover your wealth, well-lived.™

We are caring individuals with deep, uncommon commitment to each and every client relationship.

We are a collaborative team of wealth professionals with far-reaching financial know-how.

We are a familiar name. Like the families and businesses we serve, we’re no strangers to our community’s many challenges … and its endless blessings. We’re here for the long haul.

We are AVL WealthCare, serving business owners, professionals, philanthropists, retirees, retirement plan providers and others in the Mississippi Gulf Coast region and beyond.


Learning Center

‘Sure Things’ That Didn’t Pan Out

  • April 13th, 2015

Each January, I put together a list of predictions that financial “gurus” have made for the upcoming year—sort of a consensus of “sure things.” I then keep track of whether or not these “sure thing” predictions have actually come to pass. The turn of the calendar into April means that it’s time for our first…

As Bad A Strategy I Can Think Of

  • April 13th, 2015

One of my favorite films is “Moonstruck.” It contains a great scene—one I often use when discussing investment strategies I’m asked to review in my role as the director of research for The BAM ALLIANCE, because it makes an excellent and pointed observation. In the scene, Cosmo Castorini, a plumber, explains to a young couple…

Don’t Play The Loser’s Game

  • April 13th, 2015

Recently, a blog post by Chris Marx, a senior portfolio manager for equities at New York-based AllianceBernstein (AB), came to my attention. In it, Marx commented on a March 9, 2015 article in The Wall Street Journal that highlighted the reality that today’s investors should have lower expectations for future returns because valuations are now…

©2015 AVL WealthCare, LLC