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As your Investment Consultant, our role is to help you assess your needs and long-term goals and then work with you to build and manage a portfolio based on the investment principles of asset allocation. As your life situation changes, we'll review and make adjustments to your asset allocation mix to make sure you're still on track to meeting your goals. We'll work with you to stay on track and maintain the discipline necessary to develop and stick with a predetermined portfolio through volatile markets.
Proper asset management may help put you on the road to reaching your financial dreams and goals
From the old adage, "Don't put all your eggs in one basket," asset allocation is the simple concept of diversifying your assets among stocks, bonds and cash. In fact, diversification is often considered one of the best long-term investment strategies for any market environment. How you divide your money among stocks, bonds, and cash should be based on a careful assessment of your goals, time horizon for investing and tolerance for risk.
*Please remember that diversification and asset allocation do not guarantee a profit nor protect against loss in a declining market. They are methods used to help manage risk.
The right asset allocation mix for you will be based on factors such as your life expectancy, retirement goals, needs such as children's education, and the overall level of risk you are willing to take.
Why Asset Allocation?
What is the Right Mix for You?
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Changing market environments will affect how each asset class behaves, and each class will react differently. For example, while one asset rises in value, others may simultaneously decrease. And because no one can predict how the market will behave, making sure that your portfolio is balanced to withstand economic cycles is important.
Successful investing involves time, discipline and a carefully selected balance of investment vehicles. We believe asset management is one of the most important investment strategies towards helping you reach your investment goals. It’s important to ensure the value of your portfolio has some protection regardless of market downturns. The objective of asset management is to help ensure that a 25 percent market downturn won't mean a 25 percent drop in your portfolio’s value. Proper asset management can not only help put you on the road to reaching your financial dreams and goals, but also may help protect you against market downturns along the way. At Gundrum Insurance & Investments, LLC, we'd like to help manage your assets with a goal of helping you reach financial success.