How much risk does your current portfolio have? Which of those risks can be minimized? If you are invested in assets that track the market, your risk may be disproportionately high compared to the return you receive. There are other asset classes that may be able to generate returns and minimize portfolio risk.
When the economy is doing well, its easy to pick investments that do well. But do those same investments hold up during an economic crisis? At Measured Financial, your portfolio will take advantage of these situations, not be controlled by them.
In periods of volatility, diversification using only market based investments is insufficient. You need better diversification. Strategies that diversify your portfolio into assets both inside and outside the markets can provide protection.
At Measured Financial, your needs are number one. Our fee based approach and fiduciary responsibility means we recommend assets that are best for you. You will not incur extra fees when it’s time to reallocate your portfolio, allowing you to be in a position to take advantage of opportunities.
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