Broker Check

Portfolio and Investment Analysis

What's working and what's not? 

Portfolio management is as much about minimizing risk as it is about recognizing potential.

At Meyer Wealth Management, we believe investment management is a process, not a product. It is important to take a frequent look at the performance of the individual investments that make up your asset allocation plan and understand why each asset is in the portfolio and what you can expect from it. 

Additionally, your investment plan should be based on how much risk you’re willing to take, how long it will be until you need the money and your goals for that money in the future. When it comes to investing, there are principles and strategies that can enable you to put together an investment portfolio that reflects your values. Understanding these principles and strategies can help you avoid some of the pitfalls that snarl some investors.

Additional specialities:

  • Certificates of Deposit
  • Bonds
  • Common Stock


Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
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A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.
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Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
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Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
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