4 things every portfolio needs
Investing is not a "one size fits all" pursuit. Every person or family has their own highly individual concerns and goals, capacity and considerations. But perhaps there are some allocations every investor should choose for their portfolios:
Most investment portfolios are going to hold some stocks and bonds, mutual funds, maybe some real estate or insurance products, but if they do not have an allocation to Patience, Love, Charity, and Wisdom, do those portfolios really represent the values of their owners?
Comments are closed.
David R Wattenbarger, president of DRW Financial
FCL LLC (“DRW Financial”) is a registered investment advisor offering advisory services in the State(s) of TN, GA, IL, OK and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by DRW Financial in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of DRW Financial, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.