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Find the Right Portfolio Allocation Between Stocks and Bonds

For most of us, investing is what makes it possible to achieve our lifetime goals. Decades of research show how you may be able to increase your probability for long-term success:

  • Find the right portfolio allocation between stocks and bonds.
  • Diversify among international and U.S. stocks to help manage the volatility of your returns over time.
  • Potentially increase your returns by investing in riskier companies, including small and value companies.
  • Include alternative & low-correlation investments that can reduce overall portfolio volatility.

Over time, stock markets (representing the great companies of the world) have tended to reward patient investors. It is your comfort level with the ups and downs in the market that will determine what kind of investments are right for your plan.

We like to think of the U.S. as a world leader, but over the past several decades America has never ranked in the top 10 in annualized performance. Nobody knows what the future will bring, but if you own a lot of companies around the world, you can worry less if any one company or even one country experiences losses.

All investing involves taking on some risk. However, small company and value company stocks have greater expected returns – and greater risk – than growth company and large company stocks.

Although some level of risk is always inherent when investing, the role of Alternative Investments in your portfolio is important.  Research shows that adding low correlated assets like Real-Estate, Business Development Companies and other Alternative Investments can help to reduce volatility while adding upward momentum to the overall portfolio returns.

As an investor/advisor team, we need to decide how much of these risks you are willing to take. Once we build a plan, we can work together to protect your investments.

Investing in securities involves risk of loss. Further, depending on the different types of investments there may be varying degrees of risk. An alternative investments strategy is subject to a number of risks and is not suitable for all investors. Investing in alternative investments is only intended for experienced and sophisticated investors who are willing to bear the high economic risk associated with such an investment. 

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