Introduction

Hello, my name is Josh VanDyke, and I am an investment advisor. I think ‘investment advisor’ probably means many different things to many different people, so I want to let you know what I do. In the interest of keep things simple: I help people understand investments, and I offer people advice surrounding their finances.

I help people understand investments. This is the technical part of the job (which I get nerdy about), and it can be complicated, but the principles are simple. I help people understand where returns come from, how the market works, what diversification means, and a host of other important things. There’s a right way to invest and a lot to lose if you’re not invested well. I love to help people understand the principles that make for a successful investor.

I offer people advise surrounding their finances. There are many things that go into this, things like determining when and how you would like to retire, what your goals and aspirations are, even talking about how your budget is (or isn’t) doing. I like to ask the question, ‘if you continue doing what you’re doing today (budgeting, saving, investing, etc.) where will you end up?’ If we can determine where your current path leads, you can start making intentional decisions about how to get where you want to be.

So that’s what I do. I love my job. I love learning, reading, graphs, stats, and talking to people, which are all wonderfully part of the work. If there’s anything I can help you with, don’t hesitate to let me know.

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