Loss prevention and volatility stabilization couldn’t be more critical to an investment portfolio’s success. We have found that it’s incredibly difficult to see long-term financial success when portfolios get caught up in sudden and devastating market declines that erase previous gains.
Taking major leaps backwards after years of progress doesn’t make financial sense. Our goal and philosophy is to keep pace with market up-trends but also to understand current market conditions and guard against devastating market declines. Over time, a portfolio that loses less will ultimately have more to gain.
At West Coast Financial Services, our concern is to always help retirees allocate their assets to match their risk tolerance. This is vital because more often than not retirees are exposed to more risk than they are comfortable with or aware of, so we help fix...
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How much RISK will your retirement plan allow? In the arena of financial planning it is absolutely critical that your investment strategies are in alignment with your risk tolerance. Take a glance at the chart below to see if your portfolio is at a dangerous o...
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t is absolutely essential that you work with a Professional Retirement Advisor, not only for current and future advice, but also to build a lasting relationship with someone you trust. Proper advising consists of providing innovative solutions and strategie...
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