Maintaining a Healthy Portfolio
Have you ever looked at a heartbeat on a monitor? When you are alive and healthy it looks something like this:
Now, if your heartbeat looks like this, it means you are dead.
That is how we feel about investing. Investing is like life—there are ups and downs. The key to investing is capitalizing on the high points and mitigating the lows.
In order to help each client meet their financial goals, we use a personalized approach to investing. Our advice and recommendations are tailored to our clients’ goals, desired returns, risk tolerance, time horizon, and income needs. It sounds like a lot, but in truth, you already know all the answers to each of those questions. We are just here to assist you in organizing your money and putting it to work in a way that meets your specific needs. Then, we watch your money on a daily basis to trend with the market as it goes up and mitigate (to the very best of our ability) losses that can and do occur in the market.
Making Your Portfolio Yours
We also tailor our plan to help individuals and businesses owners learn more about how to invest. You may see questions from us like:
My attitude toward investing is:
- A small loss would concern me.
- I understand investing has some risks, but I am conservative.
- I am growth oriented, and I understand my investments may go up or down.
- I am aggressive, and I want to grow my assets. If my investments lose value, I might invest more.
If I invested $250,000 for five years, I would be most comfortable with the following best- and worst-case scenarios:
- Worst: $270,000 | Best: $300,000
- Worst: $250,000 | Best: $330,000
- Worst: $230,000 | Best: $375,000
- Worst: $200,000 | Best: $450,000
How much do you want to learn about investing?
- Nothing, that is why I am working with you.
- Some, but don’t overwhelm me with the details.
- I don’t want to be an expert, but I do want to know the hows and whys.
- I know quite a bit – I want to compare notes.
We have seen the full gamut and want to work with you on your journey towards reaching your financial goals. Investing comes with risks, but those risks are manageable and can be a great way to put your money to work for you.
If you have questions about investing—whether you have an old 401(k) that is not doing well, a portfolio you are tired of managing yourself, or you just want to get started – we are here to help. Contact us today for a complimentary review and begin your journey today!
Ready for your complimentary consultation?
Fill out the form below and we will be in touch shortly!
"*" indicates required fields
