Toll Free: (855) 411-IRIS (4747)

Thomas D. Foy, Jr. Owner

Guiding You on Your Financial Path

Thomas D. Foy, Jr. Owner

Guiding You on Your Financial Path

Investments

The stock and bond markets can be an unsettling and confusing environment. Every day there seems to be a new crisis that can create hesitation to act. However, emotion is an enemy to investment success. We will provide the fundamental concepts needed to make informed decisions based on your needs and your goals. You should be able to lay your head on your pillow at night and feel comfortable about how your money is invested.

You may have heard the concept of long-term investing, but what exactly does that mean? “Long-term” is not three weeks from next Tuesday, nor is it 25 years. Generally speaking, investment recommendations for a long-term strategy are typically 3 to 5 years. This will smooth most rough spots relative to anticipated investment pressure that can happen inevitably in a 3 to 5 year strategy, such as a market correction or two, a global crisis of some kind, a presidential election, a bull market, a bear market, economic expansion, and economic contraction. This does not mean that we “set it and forget it”; periodic monitoring is important.

Thomas D. Foy, Jr. is a registered representative of and offers securities and advisory services through Lincoln Financial Securities (LFS), Member SIPC. IRIS Financial and LFS are not affiliated. Copyright 2017 IRIS Financial Services. All Rights Reserved. LFS-1626237-102416

The registered representatives of IRIS Financial Services may only discuss securities or transact business with persons who are residents of CA, CO, CT, DE, FL, GA, MA, MD, ME, MO, NJ, NY, PA, SC, TX, VA. Advisory services offered to residents of FL, NJ and TX.

No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.