Breakwall Asset Management, LLC

Breakwall Asset Management, LLC Breakwall is a New York State registered investment advisor specializing in the the design, implemen

We work with you to design a portfolio that reflects your investment needs, preferences, and goals. Then, we manage that portfolio so it is consistently aligned with what you want your assets to accomplish. We deliver this with a combination of professional expertise and personal service that is usually unavailable to individual investors and smaller institutions.

We're all quite well attuned to washing hands nowadays, so this quote seems very relevant. Making moves in your portfoli...
03/20/2020

We're all quite well attuned to washing hands nowadays, so this quote seems very relevant.

Making moves in your portfolio in reaction to market declines is detrimental to your financial health.

Jumping in and out of markets hurts returns over time. As much as exiting a down market is tempting, there won't be a "g...
03/17/2020

Jumping in and out of markets hurts returns over time. As much as exiting a down market is tempting, there won't be a "green light" to get back in. That is why the evidence is so clear - trading in reaction to markets is the best way to kill future results.

Market turmoil is continuing today, and now seems like a good time to share some perspective. It’s no fun to sit through...
03/09/2020

Market turmoil is continuing today, and now seems like a good time to share some perspective.

It’s no fun to sit through, but actions like this are expected from time to time; our expectations for what markets deliver to investors is built on long-term global market history that definitely includes many instances of such turmoil. We help derive asset allocations from this long history that matches up with your plans, goals, mission, and tolerance. So, if nothing has changed for your long term, then your portfolio shouldn’t change in the short term.

It sure would feel good to do something, though. The problem is the decades-long market experience and data that we use to build expectations for the future also shows that there are no signals for times to exit and re-enter markets. So, as much as it feels like doing nothing is incurring more pain than necessary, history shows us clearly that there is more pain associated with trying to time market actions.

That’s a very long way of saying “do nothing”.

Market turmoil is continuing today, and now seems like a good time to share some perspective. It’s no fun to sit through, but actions like this are expected from time to time; our expectation for w…

It seems an appropriate time to re-post one of our favorite columns ever - How Greed and Fear Kill Returns by Carl Richa...
03/04/2020

It seems an appropriate time to re-post one of our favorite columns ever - How Greed and Fear Kill Returns by Carl Richards. It is a quick reminder that emotional responses to market movements will harm investors rather than save them.

http://ow.ly/5WvG50yCe0A

With all the talk at the UN about combating climate change, it's worth taking a minute to demonstrate that your investme...
09/24/2019

With all the talk at the UN about combating climate change, it's worth taking a minute to demonstrate that your investment portfolio can have a positive impact on the global environment, too. You can align your investment with your environmental sensibilities and make a difference. Read on...

A little something about us. Beautifully presented by Step One Creative.
07/23/2019

A little something about us. Beautifully presented by Step One Creative.

Thank you to Adam Gagas and Breakwall Asset Management, LLC on the partnership for this new tri-fold brochure design project!

A good reminder that attempting to time the market is disastrous to long-term performance of your investments. Develop a...
01/03/2019

A good reminder that attempting to time the market is disastrous to long-term performance of your investments. Develop a plan you can live with, and then stick to it.

If you had a perfect ability to predict how far the market would fall and when it would bottom out, it would make sense to move money in and out. But you do not.

Yup. No one gets it right. That’s why we don’t try.
12/18/2018

Yup. No one gets it right. That’s why we don’t try.

Sooner or later?

Serving as a judge gave me a good look at the creativity and energy in our entrepreneurial community, and it was excitin...
09/21/2018

Serving as a judge gave me a good look at the creativity and energy in our entrepreneurial community, and it was exciting to see!

Wired Telecom was named the 2018 “Next Great Idea” Oswego County Business Competition winner at a reception held Tuesday, September 18, at The Lake Ontario Event and Conference Center, Oswego. The …

It's hard (and risky) enough trying to beat the market. When you don't know which manager is going to do it, it's even m...
09/19/2018

It's hard (and risky) enough trying to beat the market. When you don't know which manager is going to do it, it's even more risky. That's why we avoid the addition of "manager selection" risk and implement effecient-market portfolios.

S&P Dow Jones Indices’ persistence scorecard indicates best performers can’t seem to stay at the top.

Address

184 W 1st Street
Oswego, NY
13126

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