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Your Portfolio

Your Portfolio

While it’s easy to get caught up in the economy or ups and downs of the market, we strongly believe the way you invest should be aligned with where you are in your life — not with short-term market volatility.

As part of our financial planning process, we’ll help you decide what portion of your total portfolio to invest in different asset classes, like stocks, bonds, and cash or cash equivalents. You can make these investments either directly by purchasing individual securities or indirectly by choosing funds that invest in those securities.

As your portfolio expands, we may recommend including other asset classes, such as real estate, which can help to spread out, and thus moderate, your investment risk.

Asset allocation is the tool we use to manage systematic risk because different categories of investments respond to changing economic and political conditions in different ways. By including different asset classes in your portfolio, you increase the probability that some of your investments will provide satisfactory returns even if others are flat or losing value.

Our planning strategies allow us to focus on your life goals as opposed to what the market is doing on any given day, reducing risk and achieving a long-term plan.

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."