Building a Balanced Portfolio

At LSF Capital, we help our clients not only keep a portion of their money safe and never losing principal, but also mitigate their risk in the markets with a balanced volatility-controlled portfolio. We have now hired Mr. Eric Brown, our VP of Financial Advisory Services and Investment Advisor/Fiduciary to ensure our clients have a balanced portfolio. Eric is the co-author of this article and starts out by saying: “A balanced financial portfolio is an essential component of sound personal finance management. It allows you to spread your investments across a range of assets to manage risk and enhance potential returns in the long run. However, what does a balanced financial portfolio look like and how can you create one? Let’s delve in. Firstly, a balanced financial portfolio is a blend of different types of investments such as stocks, bonds, annuities (fixed or fixed index annuities), real estate, cash, and even alternative investments like cryptocurrency. The objective is to allocate your assets in a way that aligns with your financial goals, risk tolerance, and investment horizon.”

Building a Balanced Portfolio

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