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Risk Management order in Wellesley
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Risk Management

Risk Management

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USA, Wellesley
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Description
Ongoing risk management is an important element of an efficient portfolio. With an eye toward protecting your principal and balancing your stated goals with your tolerance for risk, we do the following:
  • Diversify your investment portfolio among different asset classes,
  • Access individual managers that use different styles,
  • Achieve more consistent returns and a lower level of volatility through asset classes with low correlation to one another, and
  • Monitor the financial markets, your changing circumstances and the economic and political environment to proactively assess their potential impact on your portfolio.

Risks exist beyond your portfolio. At Weston Financial, we plan from every angle and recommend strategies to shift risk.

  • Health Care - Long Term Care Insurance,
  • Liability - shift asset ownership,
  • Protecting the estate from taxes - gifts, leveraged tax strategies and life insurance trusts,
  • Outliving assets - annuities, and
  • Inflation - inflation-protected bonds, hard assets.
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Risk Management
Risk Management
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