Many investors believe a diversified portfolio consists of having money in small, mid-sized and large companies here in the United States and overseas. That may be the thing to do, but I believe, and would like to have you consider, a diversified portfolio could consist of a certain portion of your money invested in equities, a certain amount in bonds, a certain amount in guaranteed investments, such as CDs, treasuries and savings bonds (EE and I Bonds) and certain energy and real estate programs designed to produce income. In my opinion, this type of portfolio is much more diversified and balanced. However, everyone has a different risk tolerance and different need for growth, income and tax benefits. Our goal is to develop a plan that is right for you.
And that’s my Money Minute.
The interpretations and organization of these ideas do not represent the opinions of Berthel Fisher and Company Financial Services, Inc.
There are risks involved with investing which may include market fluctuation and possible loss of principal value. Particular investments may not be suitable for certain situations. Carefully consider the risks and possible consequences involved prior to making an investment decision.