Is my portfolio diversified?
Do my investments fit my goals?
Are investments right for me?
Between stocks, ETFs, mutual funds, managed money accounts, and so forth, consumers like you have many investment options. A good investment can help secure retirement or grow a source of funds for emergencies, vacations, and other life goals. Because investments are directly exposed to the market, you will need to know what kinds of investments are right for you, how much exposure you can withstand, and what specific goals you are trying to achieve.
The advisors with Ashbridge Financial Solutions provide comprehensive financial and investment solutions for our clients. Our focus with individuals considering investments is education and risk minimization. Your investment strategy should work in concert with your other financial goals. Having a clear idea of the purpose behind the investment strategy will help you chose an appropriate option and will also help you to avoid unnecessary risk.