American Portfolios Chief Financial Officer Damon B. Joyner possesses all the characteristics one would expect from an old soul—among them: intellect, humor and humility. These qualities make his words of wisdom reach listeners with the persuasiveness of a Sunday sermon.
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American Portfolios (AP) marked its 20th anniversary this last year, triggering some reflection on our two-decade journey and where the future may take us.
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Most financial advisors typically revisit asset allocation as a new year approaches or begins, knowing the importance asset allocations play on investment returns. Or do we?
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We have all come to know that financial services is an ever-evolving industry. Epitomizing that is the practice of Preferred Financial Group in Fort Wayne, Ind. Started by Kelly Jones in 1982 as a tax and accounting firm, the business itself has grown to include insurance planning and finances, a second office in South Bend, Ind., and four partners having varying backgrounds, with a fifth coming on shortly. They recognize that investors cannot afford to make a mistake when it comes to their hard earned money; that’s why they work together, standing by Preferred Financial Group’s commitment to clients to “remain successful in today’s market” and “prepare for life challenges.” How? By recognizing that personality and relationship building are at the center of that success
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At ease with a broad range of topics, American Portfolios (AP) affiliated financial advisor Donna LaScala speaks of farm-to-table dining and Long Island’s Revolutionary War history as she walks through Baxter Pond Park, skirting along the edges of Port Washington’s town dock. LaScala’s passion for local history and the place she calls home give proof she is an old soul, just as passionate about the past as she is about the present and the future that lies ahead.
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