How your money is invested among many different kinds of stocks, bonds, mutual funds and ETFs—also called “portfolio diversification”—plays a far greater role in generating the financial results you want than focusing on any individual security.
Effective portfolio diversification reduces the likelihood that a downturn in a few securities you own will dramatically impact the overall value of your portfolio.
But diversification is just one aspect of effective portfolio management. You also need to:
Investors often struggle to figure all this out on their own. That’s why many turn to a fee-only, fiduciary investment advisor in the Wealthramp network to manage their portfolios.
We won't sell your data. You decide which advisors to talk to. And you won't receive any pushy sales calls from Wealthramp
We won't sell your data. You decide which advisors to talk to. And you won't receive any pushy sales calls from Wealthramp.