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Goldilocks or Not

Goldilocks or Not

December 1, 2019 by Perry Sikes

Click here to watch webinar
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.
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.

Filed Under: Asset Allocation, Bear Market, Bonds, Buy & Hold, Stock Market, Stock market risks

Copyright © Investor Resources Inc. All rights reserved. Investor Resources, Inc. is a registered investment adviser in the States of Washington, Arizona and Texas. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

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Bellevue Office: 601 - 108th Ave. NE, Suite 1900, Bellevue, WA 98004  Phone: 425.673.5000

Port Orchard Office: 1922 Pottery Ave., Suite 110·Port Orchard, WA 98366  Phone: 360.895.9119

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