ARBOR WEALTH: Up, up and away or a busted market balloon?

Published: Thursday, April 24, 2014 at 03:21 PM.

One method many investors and advisors use is to work backwards. By that we mean you start with the return that you must have to meet your income goals. Then, you choose the least risky investments available that are likely to produce those returns

It’s easy to become overly comfortable about one’s investments when markets move steadily upward, but it’s easy to forget that the U.S. economy only experienced 1.9 percent GDP growth in 2013.  For many investors, the goal is to reach the desired income or return level with the least amount of risk, especially if the investor is nearing retirement. Of course, each investor is unique, and one’s age, goals and risk tolerance all impact investment choices.

Margaret R. McDowell, ChFC, AIF, a syndicated economic columnist, chartered financial consultant and accredited investment fiduciary, is the founder of Arbor Wealth Management, LLC, (850-608-6121 — www.arborwealth.net), a “fee-only” and fiduciary registered investment advisory firm located near Sandestin. This column should not be considered personalized investment advice and provides no assurance that any specific strategy or investment will be suitable or profitable for an investor.

 

 

 

 



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