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
