Golf can be a complex and complicated game. So can portfolio management.

Most Golfers Need a Coach

Have you noticed that there are a lot of different golf schools and golf gadgets advertised on television, the Internet and in magazines?

They talk about trajectory, club face, loft, muscle memory, swing speed, swing path, back swing, wrist cock, shoulder rotation, club lag, impact zone etc.. Each golf school speaks in a foreign language and the allusive “perfect golf swing” is waiting for you on their perfectly mowed fairway. Some schools will drop the name of a famous pro golfer they have coached. You, however, may or may not be built like Dustin Johnson, have the youth of Jordan Spieth, or the mentality of Bryson DeChambeau.

You see, your golf swing will be unique to your build, your flexibility, your experience, and your mental abilities to be cool under pressure.

At the end of the day, everyone who plays the game of golf is trying to a get a 1.68″ golf ball moved in the direction of a 4.25” cup in the ground.  How it gets there are all the variables of the sport.  You need a coach that brings out your best efforts in a manner that makes sense to you.

Your Portfolio Needs a Coach

Have you also noticed that there are a lot of financial schools of thought and computer programs on television and in magazines that advertise to solve all your investing needs?

They use confusing Wall Street terms designed to shroud the mysteries of investing. They might talk about the price to earnings ratio and the return on investment or they might mention technical data such as moving averages and relative strength.

Investors the world over are trying to get their portfolios to a financial goal. The variables come in the form of risk, reward, capital to invest, and time horizon.

Your portfolio and investments are like your golf swing. They need to be unique to your needs and individual set of circumstances. You need an advisor that understands your unique situation, aligns your expectations with a financial goal and communicates in a manner that makes sense to you.

Financial Coach

A Worth Asset Management advisor will help you feel comfortable and will interact with you in a genuine and non-judgmental manner.

You should feel comfortable asking questions to a financial advisor and you have the right to be educated about your financial goals!

Contact us if you would like to discuss your financial goals with a Worth Asset Management Advisor. Sign up for our free newsletter and we will email you a copy of “7 Questions to Ask a Financial Advisor”.

About Worth Asset Management

Worth is an independent and diversified financial services company providing a wide range of wealth management services to help clients build wealth no matter where their financial journey begins.

Worth Asset Management is an RIA (Registered Investment Advisor) firm. Expert financial services include retirement planning, asset & portfolio management, and investment management.

Worth Asset Management
16660 Dallas Parkway
Suite 1000
Dallas, TX 75248

Tel: (469) 257-5074

Disclosure: Worth Asset Management, LLC is an investment advisory firm whose principal place of business is in Texas.  We may only conduct business in states in which we are registered or qualify for an exemption from registration requirements.  Please realize that this website is provided for informational purposes only and this commentary does not constitute individualized investment advice. This comments and opinions offered herein are not personalized recommendations to buy, sell or hold securities.

Worth Asset Management – “Financial Advice Worth Talking About!”

Jim Clark

Jim Clark

I have been managing client's portfolios since 1983 when I moved to the Dallas area. I am a co-founder, managing member, and investment advisor with Worth Asset Management since its inception in 2013. I live in Frisco with my beautiful wife, Julie. We have two daughters who live in Dallas, and we love spending time with them, our son-in-law, and our grandchildren. My hobbies are golf, tennis, and hunting feral hogs that are a real nuisance to area farmers and ranchers.

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