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conservative portfolios

Five Questions Answered

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Below is a synopsis of this investment report:

  • Investors are anxious to understand the reaction in global financial markets to the outcome of the presidential election.
  • More specifically, they want to know why conservative and income-focused portfolios have failed to keep up with the broader equity market.
  • Much of the volatility has been fueled on emotional moves by traders who are trying to guess what a Trump presidency means for the future.

 

For full access to the investment report titled “Five Questions Answered”, please contact us.

Rolling The Dice

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Below is a synopsis of this investment report:

  • One of the easiest ways to lose money is to refuse to accept the notion that markets evolve over time.
  • Achieving the same return in conservative portfolios that existed years ago now requires a material increase in volatility and risk.
  • Investors who expect a fixed level of returns must be willing to endure a variable amount of risk.

 

For full access to the investment report titled “Rolling The Dice”, please contact us.

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Investment advice offered through Merit Financial Group, LLC, an SEC-registered investment adviser. Access to Merit is only available to clients pursuant to an Investment Advisory Agreement and acceptance of Merit’s Brochure. All investing is subject to risk, including the possible loss of your entire investment.
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About Road Rules for Retirement

In Road Rules for Retirement, Mark Fried shares the many challenges you will face getting to and through retirement. He reveals the many risks you must know about and account for to make sure you never outlive your money.

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