INVESTMENT MANAGEMENT
UNDERSTANDING & MANAGING YOUR INVESTMENTS
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time horizon, risk tolerance, and tax sensitivity. Asset allocation means
being diversified across many asset classes and sectors.
Time horizon refers to how long you plan to invest before either liquidating
all or drawing a percentage out systematically. Risk tolerance is how you
feel and react when the account drops due to market volatility.
Tax-sensitivity has to do with being aware of your tax liability and bracket
with regard to investing in non-retirement accounts Depending on all of
these factors, we can design a custom model for you.
All investing involves risk including loss of principal. No strategy assures success or protects against loss.
BELOW IS A LIST OF ACCOUNTS WE SERVICE:
- IRA
- ROTH IRA
- TRUSTS
- TOD
- SIMPLE IRA
- SEP IRA
- OLD 401(k)
- ESA
- 529
Asset allocation does not ensure a profit or protect against a loss.
For answers to these questions and other questions that you may have, contact us today to schedule a no obligation consultation. Call (503) 894.9671 or by email at Forbes@CreekStoneFC.com.
