The Lunsford Agency 69 West Second Street, Chillicothe, OH 45601

Have a Purpose for Every Dollar

In the investing landscape there are a wide variety of options. It is important to understand what purpose you have for each dollar and apply them to the correct investment option.


You have heard many times not to put all your eggs in one basket. This is simple advice for sure, but it is very wise. Diversifying your assets across different investments has stood the test of time.


Warren Buffett warns us to “never go backwards”. He advises this to all investors. I assume this is emphasized with people who are close to retirement or already retired. Capturing losses is stressful during your non-working years. Will Rogers once said, “I’m more concerned about the return of my money than the return on my money.” Having a larger percentage of your money in a position of safety is what I would encourage for all my clients. The market is full of uncertainty. How much of your portfolio are you willing to risk?


Mapping out your investment goals is what can keep your money safe and growing. Let me show you how to achieve your goals and have the peace of mind you deserve. Remember, slow and steady wins the race.


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