Maintain a modest over-weight allocation to dividend-paying stocks, under-allocate to bonds and diversify into non-correlated investments, including alternative investment strategies within a typical portfolio. Over the long term, our goal is to ultimately provide consistent returns, with a focus on reducing volatility.
Our Approach: Conservative Financial Strategies
We believe the Federal Reserve is largely responsible for the extraordinary increase in stock prices over the past several years. Now that the Fed is reducing their Quantitative Easing, we keep a keen eye on signs that their massive and unprecedented printing of money will force the economy to stand on its own. As such, this requires careful attention to a diverse asset allocation and selection of assets that may provide a cushion against a falling stock market. We believe 2014 will be more volatile than the past two years, warranting a skilled hand at asset allocation and risk management.
Contact one of our advisors to discuss our Conservative Financial Strategy approach, or join us for one of our many Seminars in our on-site seminar room.
Asset allocation does not ensure a profit or protect against a loss. The payment of dividends is not guaranteed. Companies may reduce or eliminate the payment of dividends at any given time. Stock investing involves risk including loss of principal. Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interst rates rise and bonds are subject to availability and change in price. Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses. No strategy assures success or protects against loss