At the core of all of the services Meld Financial offers is the concept of “Situational Investing.” The concept is simple at first glance; people know they should invest according to their specific situation. However, we are bombarded every day with news about the current economic ups and downs, the fluctuations in the stock and bond markets, hot stock tips, sales-oriented stock-brokers, and our own emotional reactions to changes in our investment accounts.
We approach each individual’s situation with thorough planning as an integral part of our investment management process. Through this process, every investment dollar is assigned to a specific objective and invested appropriately for that objective. Knowledgeable allocation of your portfolio based on your individual goals and objectives forms the basis of “Situational Investing.”