Securities and advisory services offered, in states
where licensed, exclusively through representatives of KMS Financial Services,
Inc., Member FINRA/SIPC and an SEC
Registered Investment Advisor.






This site is for informational purposes only and is not an offer to sell or a solicitation of an offer to buy any securities or investment advisory services which may be referenced herein. We may only offer services in states in which we have been properly registered or are exempt from registration. Therefore some of the services mentioned may not be available in your state, and if not, the information is not intended for you. Securities and brokerage services are limited to individuals residing in states which both KMS Financial Services, Inc. and Darren McGraw are licensed. Those states are currently: Washington, Oregon, Montana, Idaho, California, and Arizona.







Thursday, February 24, 2011

What Is Different About Investing Today?

Everything.

Are you…
·         Actively managing assets vs. just buying and forgetting?
·         Choosing the best investment managers?
·         Following bad trends too long?  Not following good trends early enough?
·         Tracking your investments with your goals?

Do better.
·         Look for better tax-management opportunities.
·         Find missing asset classes that fit your allocation profile.
·         Question unknown/unclear fees and expenses in your portfolio.
·         Rid your portfolio of redundancy, overlap & inefficiency.
·         Stop following trends too early or too late.
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