Innovative Investing: Ways to Leverage a Portfolio
by John Valentine, contributions by Genevieve Valentine

The importance of asset allocation can never be overstated or overemphasized. It is vitally important for your portfolio’s health to consistently be monitored, assessed and reassessed, and provided with healthier supplements. In recent months, many clients have asked about new innovative investment vehicles to help stimulate their asset allocation. With the economy in a state of recession, it is hard to provide clients with examples of new innovation investment vehicles (since most investors are simply revisiting structural fundamentals), but I think I have one that might suit your “new innovation” needs: Exchange Traded Funds.

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Collectibles have been a real passion of mine since I was a child. Most of my friends collected baseball cards, and although I love sports and sports memorabilia, from a young age I developed a deep appreciation for rare antiques and other artifacts rich in American heritage. Over the years, I have lovingly assembled a collection of original writings by historical luminaries such as Ronald Reagan, Mother Teresa, Aaron Burr, Charles Evers, Lewis Strauss, Jimmy Carter, and many others. As my professional involvement with Chevron and American Airlines grew over the course of my career, I began to develop a real passion for historic Standard Oil and American Airlines memorabilia. If you have ever visited our office, you’ve likely seen on display 1955-1956 Standard Torch magazines; a 1936 letter written by J.T Rhodes on original Standard Oil letterhead; a Red Crown gas pump; American Airline bulletins; and an original American Airline stock certificate. I cherish each and every article in this collection and I love to share the stories behind these pieces with those I encounter.

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A Bit of Humor