“We are the next generation of Investment and Planning firms. We do not adhere to doctrine that is 50 years old and does not apply in today’s world economy.”
The staff at New South Financial Group believe that an investment strategy should be a well-diversified combination of vehicles that include fixed instruments, cash value life insurance, bonds, precious metals, equities, real estate and other strategies. A major concern for investors seeking guidance is that too many investment advisors are entirely focused on the markets. Let’s examine what the market has done in just the last nine years.
The truth is the stock market is more volatile now more than ever. We have seen huge swings in the Dow Jones Industrial Average that are just unpredictable and quite frankly, a nightmare for investment professionals. Case in point, the Dow Jones Industrial Average on January 3, 2006 closed at 10,959, on October 8, 2007, 14,093, and on March 6, 2009 the market dropped all the way down to 6,626. Today, the DJIA has continued to stay above 17,000 for several months. These massive changes in the stock market have all occurred in less than a decade. The definition of insanity is doing the same thing over and over and expecting different results.
Take the time and call for a free consultation. We think you will be pleasantly surprised.
Meet the Advisors
Kenneth P. LaMantia, LUTCF, CLTC
Ken LaMantia is the founding partner and Chief Financial Officer of NewSouth Financial Group. He brings to the table a wealth of knowledge and experience from his humble beginnings as a stock broker and investment banker on Wall Street to a Million Dollar Roundtable agent with New York Life. [read more=”Read more” less=”Read less”] Ken has become very proficient in exit strategies for family owned businesses, medical practices and other privately owned entities. He is a Recruiting General Agent for a major insurance company and is the author of the 162 Leverage Bonus Progaram. Ken believes strongly in using all investment and insurance strategies that are available to accomplish his clients goals. [/read]
Bruce P. Bateman, LUTCF
Bruce Bateman graduated with a BA Degree from Lafayette College in 1972 and completed his post graduate work in Printing Technology at Rochester Institute of Technology. After a 33 year career in publishing, including employment at Forbes Publications and founding Bateman Printing Services, Inc., he started a financial services business in Savannah, Ga. [read more=”Read more” less=”Read less”] Bruce advises his clients in a variety of areas including protection, tax deferred growth, long term care, tax diversifying retirement income , special needs trust funding and health insurance. In addition, he works with small business owners using buy sell agreements, deferred compensation, disability and exit strategies. He lives at The Landings with his wife, Daneta. [/read]