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Managing your investments When it comes to investing your wealth, we rely on a proprietary four-step process—plan, focus, capture and collect. The key to our process is asset allocation—we decide which sectors of the market to emphasize or lessen in your portfolio, based on the fundamentals of those sectors or specific companies within them.
Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss. No strategy including asset allocations can assure success or protect against loss. Investing involves risk including loss of principal.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Smart investors take the time to separate emotion from fact.
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