Ever stop to ask yourself why you own some of the investments you do? Do you monitor them periodically? What is your investment mix, i.e. the percentage of each major category of investment (cash, bonds, stocks, real estate, etc.) in your portfolio? Why does your investment mix matter? Can you just set it and forget it?
To get to those answers we often need to start with a basic question; “What is my money for?” Perhaps your answer is as straightforward as “for income in retirement”.
You may want to maximize your charitable giving, or to leave something to loved ones once you’re gone. Understanding the specific purposes you have in mind for your funds helps us determine your risk level.
We strive to tailor your investments to your needs and assume only as much risk as is appropriate for your financial goals.
With over 22 years of institutional investment and portfolio management experience, Stoffer Wealth Advisors provides the expertise to help you feel confident about your investments and long-term financial prospects.
Learn more about Investment Management or contact us now to schedule a complimentary initial consultation.