December 2019

December 2019

5 Financial and Investment Terms You Should Understand

Submitted by Alloy Silverstein Financial Services, Inc. on December 17th, 2019

In recent weeks, you may have heard the word recession a lot. You may even have a vague understanding of what a recession is, but would like a better understanding of what a recession really is.

What is Re-Balancing?

Submitted by Alloy Silverstein Financial Services, Inc. on December 12th, 2019

Re-balancing, as it pertains to your investment portfolios, is the process by which we periodically “update” the allocation of your various investments so that they maintain your desired risk profile.

In English, this means that if you originally wanted to have 60% in stocks and 40% in bonds, and then the stock market went up so that your actual percentage is now 70% in

End-Of-The-Year Money Moves

Submitted by Alloy Silverstein Financial Services, Inc. on December 11th, 2019

Here are some things you might consider before saying goodbye to 2019.

You are here

Re-balancing, as it pertains to your investment portfolios, is the process by which we periodically “update” the allocation of your various investments so that they maintain your desired risk profile.

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