ACHIEVE PEACE OF MIND

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Risk and reward are directly correlated. The more risk you take the higher possible return.

Having said that, although you may have to tolerate some degree of risk, that does not mean you have to take on more risk than necessary. Although shooting for a higher return would probably result in better and quicker goal achievement, there is no guarantee of it.

For instance, if your retirement at age 65 requires that your investments return a 6% annually, you probably would not want to have a portfolio that yielded 8% if that meant the additional risk would cause you sleepless nights because of the additional risk you are taking on.  That is why it is so important that your portfolios’ Asset Allocation respond to your needs and risk tolerance all in the context of your Financial World. Contact us