Monument is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice.Ī copy of the Monument’s current written disclosure Brochure discussing our advisory services and fees is available for review upon request or at Please Note: Monument does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Monument’s website or blog or incorporated herein, and takes no responsibility for any such content. No amount of prior experience or success should be construed that a certain level of results or satisfaction will be achieved if Monument is engaged, or continues to be engaged, to provide investment advisory services. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from Monument. ![]() Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Monument Capital Management, LLC ), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Please remember that past performance is no guarantee of future results. We want to help you understand what’s going on in your portfolio and why–so you can feel as comfortable as we do planning for your financial future.īottom line: If you’re looking for help reaching your financial goals from experts that provide complete transparency and clarity, we should talk. At Monument, we call it our “Flexible Asset Allocation” and with our Private Wealth Design service, we customize your portfolio around minimizing drawdowns using tactics we’ve learned through decades of experience.ĭon’t worry, we don’t have a stuffy, intimidating office either. This type of dynamic rebalancing strategy is offered by select wealth managers and often utilized by both high net worth individuals and institutions alike. ![]() Employing certain investment risk management strategies can help to minimize the impact of them while meeting your goals.Ī strategy that includes dynamic asset allocation-making frequent adjustments to your portfolio’s mix of asset classes to increase the weights of higher-performing assets-might be a good idea. The reality is that drawdowns are part of the game. Having both in your portfolio can help limit your risk and stabilize your portfolio if you are at a point with your financial plan where you may be really focused on protecting your nest egg.ĭesign a strategy that slows portfolio drawdown When stocks go up, bonds tend to decrease and vice-versa.
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