R. Lou Martinez

Lou joined National Life Group in 2012 as a manager for the Equity Services Trading Team and was responsible for oversight of the trade desk. He later joined the Equity Services, Inc, Business Development Team and assumed his present role as Senior Business Development Associate.

Lou began his financial services career in 1998, and spent the majority of his career at a regional broker/dealer as a practicing Financial Advisor focused on Comprehensive Wealth Management. He holds FINRA Series 7, 66, 24, 53, & 4 licenses as well as a Vermont Life/Health Producer license.

Lou Martinez is a Registered Representative and Investment Adviser Representative of Equity Services, Inc., Member FINRA/SIPC, a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company, One National Life Drive, Montpelier, VT 05604, 800-344-7437.


Investment Strategies & When To Change Them

If you’re interested in seeing evolution at work before your very eyes, pull out your cell phone. Most likely it’s not the same phone you had a couple of years ago. It probably has more features, streams video faster, and basically functions as your assistant.

But let’s say that you stopped updating your phone in 2005. Of course you’d have phone service (which you’d need in order to call someone for directions since you wouldn’t have any GPS on your phone). But you wouldn’t have a touchscreen. You wouldn’t have any apps either, so forget about making reservations on the fly, using your phone to update your status or tracking your fitness goals.

Basically, your cell phone would still work; it just wouldn’t work to its full potential.

So what does this have to do with investment strategy?


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