Investments

We are not investment advisors, we do not sell investment products, and we do not get a commission, fee or anything else from investment products. However, if you have investments, it is important that however you have your funds invested, it be in a fashion that is compatible with your needs and your risk tolerances. Some of us are very capable of doing this on our own. Others, even when capable, benefit from the discipline of having a paid professional handle it for them. Sometimes even a combination of sorts. Whatever works for you.

Every very once in a while revisit your investment situation and decide if, based on your current age and health, your other assets, your current risk tolerance and all other factors that are important to you – whether your investments are in vehicles that provide you with the right balance (also referred to as allocation) of risk, dividends/interest, capital appreciation, security of principal – whatever is important for you.  

If you have any questions contact Kal Barson at kal@barsongroup.com.