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Goldilocks or Not

BELIEVE IT OR NOT… The majority of investors, whether using a financial adviser or a major institutional website, have portfolios very close to 60% stocks and 40% bonds. THE REASON? It is the Goldilocks portfolio structure. Not too hot (aggressive) and not too cold (conservative) but just right (balanced).

THE RISK? The industry “best practices” portfolio models have no provision to adapt to crashing markets. Yet, every investor who answered a risk questionnaire believes their answers are intended to provide protection in times of market turmoil. HMMM. It just is not so. Register for this webinar.

What you will learn:

Why average returns can be dangerous.

How your portfolio can have a firm foundation.

How a portfolio can adapt to economic conditions.

How you can manage changing market risks.

How politics is affecting current market conditions.

AND

Ask questions about investments you currently own.