How to Build a Risk Management Strategy for Your Goals

How to Build a Risk Management Strategy for Your Goals | Chinese Chess | DESMO Wealth Advisors, LLC

We are often so focused on growing our assets that we may overlook the fact that the key to a well-designed asset allocation is having the right risk management strategy. And this begins with realizing that the risk that matters is falling short of your goals. Read how to choose appropriate bond funds to manage risks for your goals in our contribution to TheStreet’s Retirement Daily. You may also want to read our article on the importance of a goals-based approach to retirement planning.

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Coronavirus Uncertainty And Market Returns

Coronavirus Uncertainty And Market Returns | DESMO Wealth Advisors, LLC

With everyone talking about the coronavirus, you may wonder what to do, if anything, with your portfolio. There has definitely been a lot of action in financial markets this past week, with no lack of dire predictions and recommendations for your investments. You can expect more of this in the coming weeks. So how should we interpret all the information thrown at us? As we discussed recently, do it like a scientist. While it is impossible to make any reliable prediction about market performance, over 90 years of data on stock market returns can help us put last week’s volatility in the right perspective.

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