Many clients who have been witness to major drops in their investment portfolios over the last year have come to the realization that they are far less risk tolerant than they had originally believed. For these clients, as well as those whose life circumstances may have changed as a result of the financial market crisis, it may become appropriate to reallocate portfolios on a much more conservative basis – using an ultra-conservative methodology.
Financial News ,Investment Strategy ,Compass and Crosshairs ,Financial Planning
Ultra-Conservative Investment Strategies: Seeking Capital Preservation through the Financial Crisis
Shifting to a conservative asset allocation, especially during times of crisis, is tempting but must be done for the right reasons.
[fa icon="calendar'] Jan 14, 2009 10:00:00 AM / by Jesse Mackey
Financial News ,Investment Strategy ,Compass and Crosshairs
Investment Planning: More than Simple Money Manager Selection
Effective investment planning is far more than just selecting investments. It requires defining goals, assessing resources, and developing a plan of attack.
[fa icon="calendar'] Dec 17, 2008 11:00:00 AM / by Jesse Mackey
The investing public generally makes very little distinction between investment planning and investment plan implementation. In most cases investors will simply skip the former altogether, moving directly to the investment of assets with whomever they believe is the best money manager, mutual fund, stock, bond, or other vehicle available. They will later find out that this has been a dire mistake. Many investors are coming to this unpleasant realization as we speak. The contemporary markets have not been kind to investors in general, and have relentlessly beaten down the assets of those who have not done the proper investment planning.
Financial News ,Financial Professionals ,Investment Strategy ,Compass and Crosshairs
Advisor Action Plan: Financial Crisis Management for Investment Advisors During Extreme Market Volatility
Advisors need to have an action plan to effectively communicate with their clients during market volatility. Here's how to make your plan more effective.
[fa icon="calendar'] Oct 15, 2008 11:00:00 AM / by Jesse Mackey
During periods of extreme market volatility, the 4Thought Investment Committee recommends that advisors perform the following steps with regards to existing client accounts and relationships.
No action is necessary on the part of CPA partners. We strongly recommend this plan for our internal advisors and partnered firm advisors in order to retain clientele and properly service them through financial market crises:
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