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Recent Posts
What Did We Learn about Investments in 2023?

Reflecting on the tumultuous investment landscape of 2023, Buckingham Strategic Partners distilled invaluable insights into their “Top 10 Investment Lessons of 2023.” ...

The post What Did We Learn about Investments in 2023? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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What Does the IRS’s recruiting efforts mean for taxpayers?

The IRS’s recent intensification in recruitment to address wealthy taxpayers is raising eyebrows among high-net-worth ...

The post What Does the IRS’s recruiting efforts mean for taxpayers? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim

Estate planning for business owners, particularly those known for impulsive decision-making, requires a nuanced approach. ...

The post Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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What Does it Mean to Diversify Your Portfolio? 

Have you ever heard the saying, “Don’t put all your eggs in one basket.” This applies to diversification of your investment portfolio. Asset allocation is the basis of how many eggs you will put into multiple different baskets to benefit you financially. You will want to diversify these investments within and among various asset classes. You may also wish to revisit these to rebalance, so that you can make regular adjustments to your investment strategy, with the goal of hitting your target allocation over the course of time. 

One of the biggest benefits of diversifying your portfolio is that it helps you to manage your investment risk. Working with a qualified financial professional puts you in the best possible position for understanding diversification now and in the future. This helps to promote performance and risk protection across your entire life. Your financial professional will help you determine the diversification and asset allocation strategy that makes sense for you.

This is typically expressed on a percentage basis, and explains which portion of your complete portfolio is invested in various asset classes, such as cash, cash equivalents, bonds, or stocks. You can choose funds that invest in these securities, or purchase individual securities directly. You might also choose to opt into things like futures, commodities, and real estate. Working with a qualified financial professional is one of the best ways to protect yourself, and ensure that your investment strategy aligns with your personal needs.

Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
What Did We Learn about Investments in 2023?

Reflecting on the tumultuous investment landscape of 2023, Buckingham Strategic Partners distilled invaluable insights into their “Top 10 Investment Lessons of 2023.” ...

The post What Did We Learn about Investments in 2023? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
What Does the IRS’s recruiting efforts mean for taxpayers?

The IRS’s recent intensification in recruitment to address wealthy taxpayers is raising eyebrows among high-net-worth ...

The post What Does the IRS’s recruiting efforts mean for taxpayers? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim

Estate planning for business owners, particularly those known for impulsive decision-making, requires a nuanced approach. ...

The post Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more