Multiple geopolitical hot spots shaking investor confidence Economic challenges around the world U.S. Stock market near record highs U.S. Treasuries: Investment of choice in times of uncertainty & trouble Treasuries provide insurance & stability Watch the related WEALTHTRACK episode.
Risk
DON’T ABANDON YOUR ENTIRE PORTFOLIO OF U.S. TREASURIES OR BONDS!
Review your bond positions – make sure they meet your income and diversification goals Bonds provide: – Diversification – Income – Stability over time U.S. Treasuries provide: – Liquidity – Guaranteed income – Guaranteed return of principal at maturity – A non-correlated asset
ASSESS YOUR RISK TOLERANCE WITH A FINANCIAL ADVISOR
Determine the rate of return needed to reach your life’s goals Ask yourself how much you can afford to lose over the course of any given year and reach those goals Understand your emotional tolerance for risk Watch this Episode
