Arbor Wealth Management sees growing trend among new clients

Published: Tuesday, January 15, 2013 at 04:49 PM.

Arbor Wealth Management, LLC, will host a seminar, “2013 Market Outlook:  Retirement and Income Generation,” at 10 a.m. and 5 p.m. Jan. 30 in the Arbor Wealth Conference.  Firm founder and principal Margaret R. McDowell, ChFC®, AIF®, will lead a PowerPoint presentation that provides an overview of anticipated market trends in 2013.  The presentation will also feature insights into how investors can utilize dividends from blue-chip stocks and coupon payments from bonds to create systematic, periodic income in portfolios. The Wall Street Journal recently interviewed Ms. McDowell concerning Arbor Wealth Management’s use of these dividend-payers in client portfolios.  Income generation and investment strategies outlined are most appropriate for investors with $250,000 or more of investable assets. Arbor Wealth Management is a “Fee-Only” Registered Investment Advisory Firm.  Arbor Wealth, which serves as a fiduciary to its clients, sells no products and accepts no commissions of any kind from any source. Call 850-608-6121 to reserve seating.  Refreshments will be served.


 Do-it-Yourself investors who have traditionally managed their own portfolios for years are now turning to professional investment advisors for portfolio management services.  We asked Margaret R. McDowell, ChFC®, AIF® of Arbor Wealth Management, about this industry-wide trend.

 Question:  Why are so many folks who have managed their own investments in the past now seeking professional help?

Arbor Wealth: The investment and macro-economic landscape have become exceptionally complicated, especially in the last decade. And it takes a huge time commitment and a great degree of professional expertise to absorb and synthesize all this information. Most people would prefer to spend their days letting someone else worry about their investments so they can enjoy their free time. In our view, a formula for successful investing is part art, part science and part experience.


Question:  Do you actually hear clients saying this?

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