Investment Planning
The beach is open 52 weeks of the year, but here in Wrightsville Beach, NC, you can’t always enjoy the weather. Stock market is also open 52 weeks of the year...Should your portfolio be the same no matter what the conditions?
At RS Wealth Management, we use three different time-based indicators to determine the current stock market environment and adjust your portfolio accordingly.
Risk Management
What your portfolio returns can only be determined looking backwards and, therefore, is out of your control. No one knows what is going to happen tomorrow. As in life, neither you nor your portfolio can grow without stress. Volatility is the cost of future growth. Volatility, however, unlike returns, can be controlled.
How much volatility can you handle? How much of your portfolio, in actual dollars, are you willing to risk? The gain/loss assessment is the first step in taking control of your portfolio.
OUR PROCESS
Client Centric
RS Wealth Management has a client centric planning process. Our process focuses on providing options at life’s transition points with Problem Resolution for life’s little surprises and Future Direction to help you discover what could be next.
Proper planning is real-time guidance. Like a GPS, planning sets your course, defines the turning points, and monitors your ability to stay on course. A financial plan is not a perfect picture of the future; rather, a guide used to help you adapt when new information or circumstances arise. RS Wealth Management is here to help clients reach their goals, especially when life requires re-routing.
Learn More with a free copy of our “9 Step Guide to Financial Independence.”
No Ties Finance Blog
Michael Hudson and Brian Fleming started “No Ties Finance” to educate people by speaking the truth without the Wall Street ties.
- December 9, 2019
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