Are YOU prepared for retirement? Begin Here
Investment Philosophy and Portfolio Structure
Two Critical Tenets:
- No Speculative Investing
- No Emotional Decisions
Four Asset Allocation Criteria:
- Age
- Risk Tolerance
- Investment Goals
- Time Horizon
Guiding Principles:
- Balanced Portfolio
- Diversification
- Periodic Portfolio Rebalancing
All investing involves risk including the possible loss of principal.
No strategy assures success or protects against loss.
