Navigate the Investment Jungle

Douglas Stone

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Are you confident you’re getting the best possible financial advice? You might have a few advisors, a CPA, and an estate attorney, all of whom you like, but you don’t talk that often or feel an emotional connection with any of them. They’ve never drilled down to ask about what matters to you: your goals, values, relationships, or charitable interests.

Too many advisors today focus on products, not people, and are more concerned with allocating capital than allocating risk. They build portfolios on faulty assumptions that lead to bad decisions and unnecessary market exposure.

To protect what you’ve built, you need a better approach to wealth management.

In Navigate the Investment Jungle, Douglas Stone points out seven financial traps you might have fallen into without even realizing it. Douglas shows how to climb out of any traps you find yourself in and equips you to sidestep them in the future. Once you know the real risk, you’ll invest with more confidence knowing your assets are better protected.

Douglas Stone

Douglas Stone is a wealth advisor with SeaCrest Wealth Management, who brings twenty-three years of experience to his work with affluent households. Douglas began questioning his industry’s approach seven years into his career, and in 2009, he left the major wirehouse where he worked to become an independent advisor. For six years, he discussed his self-taught, holistic approach to wealth management on Real Money with Doug Stone, a radio program on KMED 1440 AM in Medford, Oregon. Today, Doug shares his knowledge and expertise through workshops, seminars, and speaking engagements.

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