2190 East Pebble Road
At Strategic Wealth Design, we believe in a customized approach to portfolio construction and investment management. Rather than simply picking an investment or portfolio based on your risk tolerance, we consider it important for your financial plan and goals to drive the investment management strategy.
When investors witness the big market swings, it can be awfully tempting to try “timing” the market either due to fear (concerned that values will drop) or due to greed (concerned that you may miss the ride). Either way, “emotional investing” can hurt results over long term.
Many investors pick funds or investment choices based on past performance or the latest “hot” tip. This is like driving a car while looking in the rear-view mirror.
Many investors do not consider all of the risks in retirement. Unfortunately, we may not get a second chance to make it right if a certain risk derails our plan while we are in retirement.
When investors build their own portfolios, they often neglect asset classes that provide important diversification benefits. Harnessing proper diversification can enhance returns and help to cushion against volatility.*
Do you feel investment management is complicated?
*Diversification does not guarantee profit or protect against market loss.