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Articles, Calculators and Tips  from a seasoned professional. Topics range from Financial Family Planning, Education Planning, Estate Planning, Retirement Planning and more…

Many investors seem so discouraged with the stock market that many may be making the critical mistake of pulling their money out – deciding instead to sit on the sidelines.

Unfortunately, many, if not most of these investors may eventually miss the potential for an unexpected future up-turn in the market. They could still be on the sidelines if the market corrects and moves upward to new highs. If you’re “investment discouraged,” there are a lot of possibilities to consider:

Keep Investing

If you have a long-term horizon before you need your money, take the opportunity to invest more (but in the right places) at this apparent stock market low. You may be well rewarded if the market regains forward momentum.

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Diversify Your Portfolio

Many investors got so caught up over the last few years in the “tech sector” or with a stockbroker who may have believed in “momentum investing” instead of “value investing,” that they may have very little diversification in their portfolio. Get your eggs into more than “one basket” – diversify.

Rebalance Your Portfolio

There are many professional investment allocation models for people of all ages. Only a few years ago, these allocation models were managed and rebalanced for only large investment accounts. Today, they are available for anyone…many charging no fee for this service. Periodic “rebalancing” is critical in today’s market if you want to help increase safety.

There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio in any given market environment. No investment strategy, such as asset allocation, can guarantee a profit or protect against loss in periods of declining values. 

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