Press Release
Sam Waltman Quoted in U.S. News & World Report Article
June 18, 2018
Senior Wealth Advisor Sam Waltman was featured in an article titled “How to Teach Your Parents to Invest”

The article highlights the importance of investing for retirement and how adult children might need to guide their parents in that endeavor. It provides several points of advice, including how the children should be collaborators rather than lecturers and how a portfolio should be diversified with quality investments. “When choosing individual investments, look for quality,” says Sam Waltman. “Riskier, low-quality investments are the first ones to sell off in a downturn.” He also adds that investors “should keep some cash on hand” and not put everything into the market, so as to help avoid forced selling during down markets.


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