Portfolio ManagementPortfolio management:
Value investing at a reasonable price.

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Nobody wants to have to work forever.

Whether you have just started a new career or if you are well along the way, we can work with you to ensure that you are saving enough and making the right investments to reach your ultimate retirement goal.

Read more on Retirement Planning

We want them to have a good education.

What is the best way to save? We are familiar with many of the tax-deferred and tax-sheltered methods of saving for college, and we can work with you to choose a course that best fits your situation.

Read more on Saving for College

I want most of my estate to go to my heirs, not to the government.

Estate planning is a difficult subject to brooch, however all of our clients must be aware of the ramifications of the estate tax. This is due to the misconception that only “rich people” pay the estate tax.

Read more on Estate Planning

I want to retire soon, but will my retirement accounts let me?

Whichever way one looks at it, the years immediately before and after the start of retirement can be very stressful as one’s career comes to a close. We're here to make your money work for you.

Read more on Preparing to Retire

NOV, ALE Removed from Recommended Buy List

Friday, 30 March 2012 19:22 Written by Steve Kallesser

At the close of business today, High Road removed National Oilwell Varco, Inc. (NOV) and Allete (ALE) from our list of stocks we recommend to clients.  This was due to increases in the stock price, not a change in position regarding the quality of the companies.

NOV was first recommended to clients on 8/8/2011 at a price of $60.26/share.  Its closing price today was $79.47/share.  During that time period it paid out $0.35/share in dividends.

ALE was first recommended on 1/2/2011 at a price of $37.78/share.  Its closing price today was $41.49/share.  During that time period it paid out $2.24/share in dividends.

TXN Removed From Recommended Buy List

Wednesday, 11 January 2012 21:47 Written by Steve Kallesser

Today, High Road removed Texas Instruments, Inc. (TXN) from its recommended buy list.  This decision was made due to the rapid increase in price compared to recently lowered growth forecasts.

TXN was originally recommended on 8/21/2011 at a price of $24.82/share.

Today, TXN's closing price was $30.73/share.

During this period, each share has paid $0.17 in dividends.

CSL, DUK, SO, VVC removed from recommended buy list

Friday, 23 December 2011 14:03 Written by Steve Kallesser

Today, High Road has taken Carlisle Companies, Inc. (CSL), Duke Energy Corporation (DUK), Southern Company (SO), and Vectren Corporation (VVC) off of our recommended buy list.

CSL was first recommended on 8/8/2011 at a price of $33.97/share.  It recently traded at $44.80/share.

DUK was first recommended on 3/31/2011 at a price of $18.15/share.  It recently traded at $21.84/share.

SO was first recommended on 3/31/2011 at a price of $38.11/share.  It recently traded at $45.90/share.

VVC was first recommended on 8/8/2011 at a price of $23.90/share.  It recently traded at $30.15/share.

These stocks paid dividends of $0.36/share, $0.745/share, $1.419/share, and $0.695/share, respectively, during the time period in question.

It has been a very flat year for the broad stock market indices.  Individual stocks have moved very differently, depending on the industry group and the specific stock.  These companies were removed from the recommended buy list due purely to valuation concerns.  This is particularly true for the regulated utilities, which have seen a strong increase in price over the past several months as investors seek high dividend yield in the face of ultra-low interest rates.

RBC Removed from Recommended Buy List

Thursday, 03 November 2011 20:27 Written by Steve Kallesser

Regal-Beloit Corporation (RBC) was removed from High Road's list of recommended stocks today.

RBC was first recommended on 8/10/2011 at a price of $49.42/share.  Its closing price today was $56.13/share.  This stock will pay an $0.18/share dividend shortly for owners of record during that time period.

D Removed from Recommended Buy List

Friday, 28 October 2011 13:12 Written by Steve Kallesser

Dominion Resources, Inc. (D) has been removed from High Road's recommended buy list.  This action was taken because the company does not meet our requirements regarding its capital structure. 

Dominion was first recommended on 3/31/2011 at a price of $44.70/share.  It recently traded today at $51.32/share.  During this period, the stock has paid $0.985/share in dividends.

Bonds of Virginia Electric & Power Company (a subsidiary of Dominion) are still recommended while bonds issued by the parent company are no longer recommended.

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Our LocationHigh Road Financial Advisors LLC
  P.O. Box 5161, Clinton, NJ 08809
  Phone / Fax: (908) 842-9161

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