Trivia Question❓

Which famous investor is known for popularizing the concept of value investing?

Answer at the bottom of the newsletter

Value vs. Growth Investing in a Modern Portfolio

When building a modern investment portfolio, one of the most important decisions is choosing between value and growth investing. Both strategies offer unique advantages, but understanding their differences is crucial for making informed financial decisions.

Value investing focuses on purchasing stocks that appear undervalued compared to their intrinsic worth. These companies often have strong fundamentals but are priced lower due to temporary setbacks or market overreactions. Investors in value stocks seek stability and long-term appreciation, benefiting from dividends and gradual growth as the market recognizes the company’s true value.

On the other hand, growth investing targets companies with high potential for rapid expansion. These businesses are typically industry leaders or innovators, reinvesting earnings to accelerate growth. Growth investors are willing to pay a premium for these stocks, expecting significant future gains. However, this approach also comes with increased volatility and risk, as high valuations can be sensitive to market changes.

In a modern portfolio, balancing value and growth investments can provide a strategic advantage. Value stocks offer stability and income, while growth stocks present opportunities for substantial capital appreciation. Diversifying between the two helps manage risk while maximizing returns.

Ultimately, the right mix depends on individual financial goals, risk tolerance, and investment horizon. Consulting with a financial advisor can help determine the best strategy for your needs. By understanding the dynamics of value and growth investing, you can build a resilient and successful modern portfolio.

Your Advisor's Edge Team

Business Owners: STOP Wasting Time on Junk Funding Offers!

Every day, your inbox is flooded with sketchy promises of “easy” business funding. 99% of it is junk. But what if there was a proven way to access up to $250,000 in business funding—at 0% interest?

At our upcoming Virtual Lunch & Learn, we’re revealing The Business Funding Cheat Code—the same strategy that has helped business owners secure over $1.9 BILLION in 0% interest funding. No collateral, no crazy financials, no years-in-business requirements. Just real funding to help you scale, expand, and dominate.

Event Details:

📅 Date: Thursday, March 27th, 2025

⏰ Time: 11 AM-12 PM Eastern

📍 Location: Zoom

We’re even delivering FREE lunch to the first 25 business owners who register - so don’t wait!

🔗 Click here to register now!

Unlock a Smarter Way to Sell Your Business!

If you own a business or assets worth over $1 million and are hesitant to sell because of capital gains taxes, we have a game-changing solution for you.

Join us for a Virtual Lunch & Learn where we reveal how our Tax-Exempt Business Diversification Trust allows you to:

✅Sell your business or appreciated assets

✅Eliminate capital gains taxes

✅Reduce or eliminate estate taxes

✅Keep access to the entire pre-tax proceeds

No, this is NOT a Charitable Remainder Trust. It’s better.

Event Details:

📅 Date: Thursday, March 27th, 2025

⏰ Time: 2-3 PM Eastern

📍 Location: Zoom

Bonus: The first 30 business owners who register will receive lunch delivered to their door!

Seats are filling up fast—reserve your spot now! Click the link below to register and secure your financial future.

👉 Register Now

The Questions You Should Be Asking

Are you asking the right questions to preserve your family's legacy? Too often, when an elder passes, it's like an entire library of wisdom and history is lost forever.

Join us for this month's Virtual Legacy Planning Lunch & Learn as we uncover The Questions You Should Be Asking. This session will equip you with simple yet powerful questions to ask your older family members—before it's too late. Plus, you’ll discover the essential questions you should be answering for your younger generation to ensure your family's stories, values, and legacy live on.

Event Details:
📅 Date: Thursday, March 20th, 2025
⏰ Time: 12-1 PM Eastern
📍 Location: Zoom

This complimentary workshop will be led by Stan Miller, a nationally recognized estate planning attorney, best-selling author, and co-founder of Wealth Counsel. Don’t miss this opportunity to gain insights that can strengthen your family’s legacy for generations to come.

🔗 Click here to register now! 

💡 Answer to Trivia Question:

Benjamin Graham is known as the father of value investing. He was a mentor to Warren Buffett and emphasized buying undervalued stocks with strong fundamentals.