Research Financial Strategies specializes in providing financial advice using a proprietary investment methodology that leverages technical analysis to identify and protect our clients against stock market risk.

Our Approach to Investing

Research Financial Strategies provides our clients with a reproducible, non-emotional investment process using technical analysis to monitor market risk within the industries, sectors, and our actual investment decisions. It starts first with understanding our client’s financial goals & needs and helping them plan for the future. Below is an overview of RFS’s investment process.

Technical analysis is an emotionless investment decision making process that does not allow for getting caught up in the company or industry story. Investments are made through a series of technical factors. The most notable factor is one called “relative strength.” When a security price shows a recognizable pattern of higher highs and higher lows it demonstrates that there is higher demand than supply for that security. This means that the “buyers” are in control and not the “sellers.” While we cannot guarantee investment performance, securities that demonstrate this technical behavior have a higher probably increasing in value.

Determining Investor Suitability

As investment advisors it is our fiduciary responsibility to make sure we understand each of our client’s investment tolerance and risk profile. Research Financial Strategies has the unique capability to create unlimited customized asset allocation blends for our diverse client base. 

Determining When to Invest

The oldest law of economics is supply and demand. At Research Financial Strategies, we place a premium on when to make an investment decision based on price movements using technical analysis. Technical analysis is an emotionless investment decision making process that does not allow for getting caught up in the company or industry story. Investments are made through a series of technical factors. The most notable factor is one called relative strength. When a security price shows a recognizable pattern of higher highs and higher lows it demonstrates that there is higher demand than supply for that security. This means that the buyers are in control and not the sellers.

Determining When to Exit an Investment

Our ability to minimize portfolio risk for our client is a result of having a Sell-Side Discipline. Prior to investing in a security we establish an exit point based on the % of loss or price our investment advisors determine is acceptable. If the security price is violated then it is sold. This ensures that profits are protected for our clients, or worst case, risk to principle is minimized. Only through having an investment approach that has a pre-determined exit strategy for each investment position, can you mitigate portfolio risk during market corrections.

Most Popular Financial Stories

Trending Now-2021-S&P Hits 4000

milestone (noun)1 a stone functioning as a milepost 2. a significant event or stage in the life, progress, development, or the like of a person, nation, etc. The S&P 500 closed above 4,000 on Thursday, April 1, marking a major post-recession milestone....

read more

Stimulus Bill Analysis

The New Stimulus Bill President Biden just signed another stimulus bill, aimed to help those affected by the virus (and to deal with a few other matters found in the 5,593 pages of legislation).So discerning investors might ask two questions: (1) What’s in...

read more

End Of Week Market Update

End Of Week Market Update One year.  It seems incredible, but it’s been one year since COVID-19 struck our shores.  One year since the World Health Organization declared a pandemic.  One year since the markets crashed and the schools closed and we realized...

read more

Don’t forget about your 2020 IRA contributions!

There’s still time to contribute to your IRA!If you haven’t already contributed to an IRA (Individual Retirement Account), there’s still time to do so. Many people don’t know that the 2020 contribution deadline is actually April 15, 2021.1  However, if you...

read more

Special Edition from Jack – the 45 DAY REPORT!

Special Edition from Jack – the 45 DAY REPORT! Friends and Clients,  Hard to believe, isn’t it? The first quarter is half over. The year is 45 days old. It’s 1/8th over with! The stock market bull rally continues, and hopes for President Biden and his COVID stimulus...

read more

Valentine’s Day Message

How Are Your Investments Doing Lately?  Receive A Free, No-Obligation 2nd Opinion On Your Investment Portfolio > December 9, 2020 Our Mission Is To Create And Preserve Client Wealth Little Drummer GirlOn this Valentine’s Day, we often find the feeling...

read more
LinkedIn
LinkedIn
Share
RSS
6Lc_psgUAAAAAA9c7MediJBuq3wAxIyxDSt73c9j