Safeguarding Your Assets with Diversification

National Savings Month, is an opportune time to explore the strategy of diversification, a key principle for managing risk and enhancing long-term investment success. As your trusted investment advisors, diversification represents just one of the essential tools we employ to skillfully navigate and mitigate risk within your portfolio.

Asset Allocation. Diversify your investment portfolio across different asset classes, such as stocks, bonds, and other assets, to minimize risk. For our advisory clients, we review your asset allocation frequently to ensure alignment with your investment objectives, risk parameters and financial needs.
Rebalance Regularly. Periodically review and rebalance your portfolio to maintain your desired asset allocation and adapt to market changes. We utilize advanced software to assist us in appropriately rebalancing assets for our advisory clients.
Consider Alternative Investments. When appropriate, we explore alternative investments to add further diversification.
Stay Informed. It's important to keep abreast of market trends and economic indicators to make informed decisions about your investment strategy. For our advisory clients...this is what we do - so you don't have to!

Diversification is a time-tested strategy that can help safeguard your investments and promote long-term financial stability.

Do you have assets not held at Avisen? Let's review to ensure they are diversified and part of your overall investment strategy. We're here to help you navigate market changes and ensure your investments are aligned with your financial goals.

Schedule a consultation with us to discuss your assets held away from Avisen by giving us a call at 916-480-2747, or CLICK HERE to schedule a time with us on our calendar.

Sincerely,

Michelle & Ken

This information has been drawn from sources believed to be reliable. Every effort has been made to assure the accuracy of the information, however, the accuracy of this information is not guaranteed. All investing is subject to risk, including possible loss of money you invest. Diversification does not ensure a profit or protect against a loss. The information provided in this commentary is for informational purposes only and is not a solicitation to buy and/or sell. Investors must consider the investment objectives, risks, charges and expenses of any investment carefully before investing. Avisen Wealth Management (Member FINRA/SIPC) does not provide tax or legal advice. Please consult your accountant &/or legal counsel for guidance.