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diversification

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

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  • investment planning
  • risk management
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Why Diversifying Your Portfolio is Important

Submitted by Alloy Silverstein Financial Services, Inc. on November 19th, 2019

If you’re a beginning investor, it’s likely you’re concentrating on building your portfolio.  But as important as it is to build that portfolio, you should also ensure that it’s diversified.

 

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Your Diversified Portfolio vs. the S&P 500

Submitted by Alloy Silverstein Financial Services, Inc. on September 15th, 2019

 How global returns and proper diversification are affecting overall returns.

 

 

“Why is my portfolio underperforming the market?” This question may be on your mind. It is a question that investors sometimes ask after stocks shatter records or return exceptionally well in a quarter.

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  • investment planning
  • stock market
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The 4 Essential Elements of a Retirement Plan

Submitted by Alloy Silverstein Financial Services, Inc. on October 23rd, 2017

Until recently, many retirees have been able to rely upon the three-legged stool of retirement income sources: A defined benefit pension plan that guarantees a lifetime income, their own savings, and Social Security.

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