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Understanding Your True Risk Tolerance is Vital to Portfolio Performance
As anyone would have expected, the extraordinary convergence of extreme stock market volatility, low interest rates, declining home values, diminished retirement savings accounts, and chronic economic sluggishness has taken a severe toll on the American psyche. For many investors, it may have forever altered the way in which risk is perceived and managed.Understanding your risk tolerance is one of the most important elements of investing; knowing how your risk tolerance effects your investment...
5 Things 20-Somethings Need to Do
If you’re in your 20s, rejoice! You’re in a great position to create the life you want, starting with a secure financial future. While it’s common to feel overwhelmed when entering the workforce full time, there are a lot of things you can do fresh out of college that will help you attain your professional and financial goals earlier than you may expect. Here are a few suggestions to help you get started: Number 1: Hone your skills. Whether it’s a skill that you went to school for, or...
We put our clients’ interest first.
Our Relative Strength Portfolio Strategy is positioned to be in the top performing areas of the market.
We adjust holdings when the leadership changes.
- Top Down Market Approach
- Relative Strength Portfolio Construction
- Definable Investment Process
- Client Focused
- Client Involvement
Stocks and Options
ETFs and Mutual Funds
Group Retirement and Savings
IRA, 401K and Rollovers
Bonds
Simplified Employee Pension Plans
Annuities
U.S. Treasuries Securities
Qualified Retirement Plans
Portfolio Growth Starts Here.
(415) 236-5364
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Advisory services offered through Freedom Capital Management, Inc.
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The information included herein was obtained from sources which we believe reliable, but we do not guarantee its accuracy. Neither the information nor any opinion expressed constitutes a solicitation by us for the purchase or sales of any securities or other financial instruments. There is no assurance that the Relative Strength Portfolio Strategy or any investment strategy will be successful.