Financial Wellness “Why Diversification is Essential”

Financial Wellness “Why Diversification is Essential”

Another investor may feel most comfortable investing stocks in a variety of unrelated companies. There are many ways to diversify within – – and outside of specific investment vehicles. The goal is to not invest exclusively in one particular area, so that any downturn will not negatively impact the portfolio. There is always inherent risk in any investment. The goal of course, is to earn a return on your investment and increase the value of your portfolio.

Risk must always be considered when creating your portfolio investment strategy. Risk is the possibility that the return on whatever investment was chosen, may not actually be what the investor anticipated. The possibility to lose money on an investment may be just as likely as making money on your investment. Risk assessment involves making the determination of what level of risk is inherent to a particular investment vehicle…

To watch the complete video schedule a test drive today!

We Offer Even More Financial Wellness Tools & Resources to Empower a Stronger Financial Future

We invite you to take a test drive or explore our full suite of financial wellness resources designed specifically for Home Office Employees, Field Staff, Existing Clients, Association Members, Worksite Marketing Employees, and Students. Our digital content library features more than 200 learning modules, over 50 interactive calculators and more than 750 financial wellness articles. Click on the links below to learn more or schedule a test drive.

Schedule a Demo
Test Drive