Most people will discover that their investment objectives change throughout their lives. Capital appreciation may be more important for the young investor, but once they enter their golden years, that same investor may place a greater emphasis on income. Whatever your objective, knowing what investment options are out there is the first step.
To match your investment objective with your risk tolerance I use Riskalyze® to assess how much risk you currently have, and I make proposals to build an investment portfolio with the exact amount of risk you should take on to reach your goals.
As most successful investors may tell you, diversification is king. Having a diversified portfolio doesn’t necessarily mean just buying more than one stock. Investments that come from different sectors, styles, regions can help reduce unwanted risk.
Please contact me on how one or more of these investments can help you get closer to achieving your financial success:
McW Wealth Management offers securities through International Assets Advisory, LLC (“IAA”) – Member FINRA/SIPC. Advisory services offered through International Assets Investment Management, LLC (“IAIM”) –SEC Registered Investment Advisor. McW Wealth Management is unaffiliated with IAA and IAIM.
McW Wealth Management may only conduct business with residents of the states for which they are properly registered, therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. This site and the content herein are subject to certain Legal Notices.
¹ Any information presented about tax considerations affecting client financial transactions or arrangements is not intended as tax advice and should not be relied on for the purpose of avoiding any tax penalties. You should discuss any tax or legal matters with the appropriate professional.