There are two ways to view investing
Some believe that to be a successful investor requires a forecast or prediction about the future (what is the market going to do, what stock or fund is going to be the best, etc.). Unfortunately, this is the view promoted by many in the financial industry and media. The other way is based on over 70 years of empirically tested academic research and Nobel Prize winning principles.
Markets are Inefficient
The market fails to price goods and services efficiently and therefore, it is possible for individuals or entities to identify in advance which prices are inaccurate.
Markets are Efficient
All the known and knowable information is already factored into the price and only knew and unknowable information will change the price going forward.
Empirically Tested Academic Research and Nobel Prize winning principles
Efficient Market Hypothesis
First explained by Eugene F. Fama in his 1965 doctoral thesis: “An efficient market is defined as a market where there are large numbers of rational, profit-maximizers actively competing, with each trying to predict future market values of individual securities, and where important current information is almost freely available to all participants
Modern Portfolio Theory
Modern Portfolio Theory, which earned Harry Markowitz the Nobel Prize in 1990, allows individual investors to understand how a portfolio’s expected returns vary with the amount of risk taken for a given combination of asset classes.
Three Factor Model
In 1991 Eugene F. Fama and Kenneth R. French, two leading economists, conducted an exhaustive investigation into the sources of risk and return. Grounded in Efficient Market Hypothesis (EMH), their research revealed that a portfolio’s exposure to three simple but diverse risk factors determines the vast majority of investment results.
Our Investment Philosophy
Our investment philosophy consists of two critical components: Market Belief and Investment Strategy.
Our market belief is that free markets work, that all the knowable and predictable information is already factored into the current price; that only new and unknowable information will change pricing going forward.
The Investment Strategy we support seeks to capture market rates of return and eliminate speculating and gambling (stock picking, market timing, and track record investing) from the investment process.
Investor Coaching
Investor Coaching is about training and developing investors to be prudent and disciplined over a lifetime; it is about education and helping you build the confidence to fulfill your financial goals and dreams. Focusing on both the science of investing and the science of human behavior, we help you create a purpose for your money, a purpose greater than money itself; providing you the opportunity to align your investments to fulfill on that purpose. Coaching can make the difference between being prudent and disciplined versus making potentially destructive choices around your money.
Transform
To make a thorough or dramatic change in form, appearance, or character
Enable
Give someone the authority or means to do something, to activate, to make operational
Empower
Give somone the authority, the power to do something; make stronger, more confident, especially in controlling their life & claiming their rights
Discover Your True Purpose for Money
Purpose transforms you. Nothing of any lasting value has ever been created or achieved without Purpose. When you discover your true purpose for money a whole new world of opportunity becomes available.
Video Blog
Take it to Vegas
It’s amazing how well casinos convince their guests that games of chance can be played with skill. Of course if this were true
Got Money Demons?
Our beliefs & attitudes about money influence many of the financial decisions we make. Don’t let Money Demons steal your peace of mind.
Biggest Investor Mistake
While there are a number of common investor mishaps, probably the number one mistake I see investors make is believing
Meet Bobby
Bobby is the president and founder of Junkin & Company, Inc. You can watch Bobby’s personal story, his journey in the financial services world and his purpose to empower investors in discovering their true purpose for money leaving them with the freedom and confidence to fulfill their dream.
Why Choose us....
There’s a big difference between a Peacekeeper and a Peacemaker. A peacekeeper will avoid confrontation at any cost to preserve a false sense of security which is mistaken for peace. A peacemaker, on the other hand, will boldly confront because they aren’t concerned about themselves; they’re motivated by truth. There’s a lot of noise out there that passes for financial advice these days. The biggest benefit you’ll have in working with me is I’m going to tell you the truth…
Contact Info
Please feel free to reach out to us with any questions.
P.O. Box 18012
Huntsville, AL 35804
256-679-6509
moreinfo@jcowealth.com