Is your Investment Portfolio Sustainable?Submitted by Bellwether Wealth on November 26th, 2018
With the prevalence of investment apps on the rise, micro-investing has become a popular way to begin saving your money and investing for your future. While we understand having this information quickly and at your fingertips is exciting, it’s still highly important to consult a financial planner to ensure your investment portfolio has longevity.
A few things to consider when assessing your portfolio:
- Does your portfolio have a certain degree of diversity between your stocks and bonds, or are all your eggs in one basket?
- Is your collection of investments chosen to work in harmony as the value of your investments ebb and flow?
- What is the risk of the portfolio and can you really “handle” the risks associated with the portfolio. Everything looks good when the market is going up, but volatility can cause some people to doubt themselves and make hasty decisions.
While securing your future begins with one investment, it’s important to have a plan with a variety of investments that help cover all your bases such as retirement, unknown or unplanned costs, marriage, or a new business. At Bellwether Wealth, we take pride in providing our clients with our full-service management by assisting with your cash-flow planning, retirement planning, and of course, portfolio management. Contact our office at 402-476-8844 or email firstname.lastname@example.org.
This material represents an assessment of the market and economic environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. Forward-looking statements are subject to certain risks and uncertainties. Actual results, performance, or achievements may differ materially from those expressed or implied. Information is based on data gathered from what we believe are reliable sources. It is not guaranteed by Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC, as to accuracy and is not intended to be used as a primary basis for investment decisions. It should also not be construed as advice meeting the particular investment needs of any investor. Past performance does not guarantee future results Bellwether Wealth is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice. Kestra IS and Kestra AS and Bellwether wealth are not affiliated with Albers Communications LLC.