How To Diversify Your Portfolio Like A Pro
Diversification isn’t just about owning many funds; it’s about ensuring your investments are spread across various asset classes to weather market volatility and maximize returns.
April 12, 2021
Diversification isn’t just about owning many funds; it’s about ensuring your investments are spread across various asset classes to weather market volatility and maximize returns.
Cut through investment noise, commit to a strategy, stay invested long-term, and understand market history to navigate fluctuations confidently.
A 1-Page Financial Plan streamlines your goals, offers clear steps, saves time, reduces stress, and addresses major financial questions proactively.
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Market dips can be opportunities for strategic moves like converting depreciated securities to a Roth IRA, but navigating taxes and long-term growth requires expert guidance from a Financial Planner.
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Consider the tax benefits: accumulating funds in an after-tax 401k versus a direct rollover to a Roth IRA offers different retirement outcomes, emphasizing the importance of long-term planning.
Minors can have Roth IRAs, allowing them to contribute 100% of earned income up to $6,000 annually, offering a substantial head start towards financial independence, with penalty-free access to contributions.
Financial planning is about achieving your goals, not just investment returns, emphasizing the importance of aligning finances with your aspirations.
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