Portfolio Management – Investing Forever Advisory

Where should you turn to for advice?

The financial services industry is broad and varied, so it behooves consumers to have a grounded understanding of how the industry works and how it is compensated.
Commissions have the potential to create a conflict of interest between the seller and the buyer. Therefore, buyer beware!
When it comes to financial advice, a fee-only fiduciary can be invaluable.

A financial advisor can help with crafting an investment plan that is suited to your goals, needs, and risk tolerance.
A Strategic Model Portfolio can then be implemented to meet your investment objectives.
Sound investment management that includes Portfolio Construction, Wealth Management, and Behavioral Coaching can provide tangible long-term benefit.

Sound investing comes down to focusing on what you can control, while still maintaining a solid understanding the risks associated with what you cannot.
Risk Management involves understanding and controlling for the uncertainties related to the financial markets (systematic risk) or a particular company (idiosyncratic risk).
Risk-adjusted return can be quantified by the ratio of expected return divided by risk.
Volatility is a common, although imperfect measure of risk.