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Put Together an Investment Portfolio that’s Uniquely YOU

When you work with a financial advisor who guides you through the sea of investment choices, you can feel encouraged and excited about your financial future.

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<sup>Let&#8217;s Talk</sup> About Your Risk Tolerance, Time Horizon, and Goals

Let’s Talk About Your Risk Tolerance, Time Horizon, and Goals

When we design an investment portfolio exclusively for you, we’ll need to know more about you than your age. No two strategies should be identical and must rely heavily on answers to questions like:

  • What’s your tolerance for financial risk?
  • What do your budget habits look like?
  • Do you anticipate any life changes?
  • When can you retire…and when do you want to?
  • When you look to the future, what’s important?
  • What keeps you up at night?

Our financial advisors  have a collection of principles and strategies to choose from, so you can invest in ways that support your current and future goals. Let’s discuss your investment options today!

What are Some Common Investment Pitfalls?

When we strategize investments, we’re not only aiming to achieve your definition of success, but we’re also working to protect you from mistakes that can sabotage that success.

Some of those common mistakes include:

  • Failing to Diversify:  No single type of investment is going to outperform others at all times, and for that reason, you’ll need a variety of investments that work in synchrony.
  • Forgetting to Rebalance:  Markets move and require consistent monitoring. Staying informed will ensure your investments are still working toward the goals you’ve set.
  • Ignoring Life Changes:  Starting a family, buying a house, a career change…all adjust your risk tolerance and financial horizon. Your portfolio should always be reviewed in these cases.

These are just a few of the pitfalls that can negatively affect investors. Let’s connect to see how we can help you protect your investments.

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Types of Investments from ARC Wealth Strategies

Any financial advisor can put together an investment package. But will it be backed by an investment strategy built just for you? At our wealth management firm, we will work with you to choose from the following tools to help you reach your goals:

  • Bonds
  • Stocks
  • Mutual Funds
  • Exchange Traded Funds
  • Coverdell ESA
  • Traditional IRA
  • Roth IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities

Let’s schedule a time to sit down and talk about investing with an ARC Wealth Strategies  investment advisor—and how we can help you invest in ways that work for you.

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