Sound of the Economy Spring 2016

Mission (statement) accomplished

As outlined in our last issue, Norris, Perné & French is in the midst of a strategic planning process exploring new opportunities for the firm and its clients. I want to update you on two significant developments.

Continuing our spotlight on current stock investments

Founded in 1897, Becton Dickinson is a New Jersey-based company that manufactures and sells medical technology devices. It is the world’s leading supplier of devices that help reduce the incidence of needle-stick injuries and exposure to bloodborne pathogens.

Mentoring at-risk students

Students Taking Renewed Interest in the Value of Education (STRIVE) is a motivational program aimed at high school juniors and seniors. The program is based on the premise that what separates lower-ranked academic students from their higher-ranked peers is motivation, attendance, work habits, and self-esteem.

Patience, discipline, and trust

Investing can be a bumpy ride. We’re okay with this when the bumps trend in our direction—i.e., when the stocks we hold are appreciating in value. But when the market experiences a downturn, as it has in the first months of 2016, the ride gets a little scary.

Step One

Step Two

We are a trusted investment advisor known for helping clients preserve their wealth and create peace of mind through active investment management, comprehensive and focused financial planning, and a tailored and coordinated service experience. We have served clients in Grand Rapids, West Michigan, and throughout the state and country since 1933.