“Most people have two problems…first to accumulate and then…to conserve”
- Ben Feldman
These days, nearly everyone has investments (if only inside their employer retirement plan.) However, few have an investment strategy. Of those who do, it is rare that it is built around their individual needs and objectives. At The Feldman Agency we work closely with our clients to create an investment plan** using strategies based on our client’s goals.
Building an investment strategy involves reasonable expectations of return coupled with an appropriate tolerance for risk. An investment strategy looks beyond the traditional three asset*** classes of stocks, bonds and cash. Whether you aspire to fund a child's education, leave a lasting legacy or retire in a financially secure manner, a good investment strategy begins with clarity of purpose.
Having investments is not the same as having an investment strategy!
