Accumulation planning addresses your investment needs, asset allocation, and the suitability of different types of securities depending on your goals and risk tolerance. At Meyers Financial, our Sonoma valley wealth management professionals are here to help you arrange your finances so they can work for you. Asset allocation is used to distribute your investable assets among a variety of investment categories. This process will help to:
Accumulation planning also involves choosing securities for your investment portfolio. Basic securities are stocks, bonds, and mutual funds. Separately managed accounts, indices, option strategies, short-term assets, and annuities are also used to optimize your portfolio.
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Alternative investments may also be an option for the right investor. One of the premier benefits of alternative investments is diversification, which is the result of including investments that react differently to the markets than more traditional investments. Managed futures, oil and gas, tax shelters, and real estate are all examples of alternative investments. They generally involve substantial risk and limited liquidity. Some situations require different expertise than typical stock and bond portfolio implementation. These usually pertain to employer-related retirement plans and stock options, margin strategies, and real estate exchanges. Most investors understand that as risk increases, the potential for return also increases. But every person has a point where the level of risk is not worth the potential return. The goal of asset allocation is to provide you with the risk/return scenario that you feel most comfortable with.
Learning how to properly manage your finances is an important life skill that is necessary to learn if you are dealing with large amounts of assets. At Meyers Financial, our Sonoma valley wealth management professionals are here to offer insight into management techniques that can revolutionize your finances.
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