Investment
DiversificationDiversify your investments
The truth is that many Americans are inadvertently putting the majority of their investments in one “financial basket”. To create true diversification, investors must be sure that they are spreading risk across many asset classes and sectors of the market, not just assuming that the mutual fund manager is doing it for them. Although this list is not comprehensive, here are some examples of what it means to be truly diversified:
Stocks
- Small, Mid or Large Cap
- Growth, Value or Dividend
- Domestic or Foreign
- Developed or Emerging Markets
- Specific Industry Sectors such as: Real Estate, Construction, Commodities, Technology, etc.
Bonds
- Government & Treasury
- Municipal
- Investment-grade Corporate
- High Yield
- Foreign
Cash
- Savings, CD’s and Money Markets
Contact Us Today
Take your first steps towards your retirement goals.
Phone
941-303-6316