The quarterly publication you are currently reading has been in print for over 28 years. One question we often receive is how it got its name. So, we’ve decided giving a little history on something we take great pride in would be fun.
Before 2005 when we changed our name to Lee Stoerzinger, Inc., the official name of our company was Envision Financial. When we started the newsletter in 1995, just after a few years in business, we sought to provide a combination of thought-provoking information that was not being offered in the marketplace. The word visionary kept coming up, and after some brainstorming sessions, we found a play on words that combined the name of our company with a long-term vision. And so, that’s how “The Envisionary” was born, my friends. To this day, it is unique in the marketplace and works hard to provide knowledge that helps our clients move forward on their journeys.
We hope you continue to enjoy it for many years to come.
Investing involves risk. No investment strategy can guarantee positive results. Loss, including loss of principal, may occur. Material discussed is meant to provide general information and it is not to be construed as specific investment, tax or legal advice. Keep in mind that current and historical facts may not be indicative of future results. Diversification is an investment strategy that can help manage risk within a portfolio, but it does not guarantee profits or protect against loss in declining markets.
This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. (C) Twenty Over Ten