Reviewing your Investment Objectives for 2024


The onset of a new year represents an ideal occasion for investors to take the important time to review the objectives of their investment portfolio(s). Investment objectives focus on the accepted risk-return tradeoff between the expected return investors want (return requirements), and how much risk they are willing to assume (risk tolerance). Moreover, this then determines the asset allocation (cash, fixed income, stocks, other), portfolio diversification, income generation, risk and tax positioning.

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Family Investment Companies Are Fantastic!


There are many benefits associated with limited liability companies (LLCs).  And the secret is out — LLCs are becoming the entity of choice for many new businesses.  LLCs offer a high degree of customization and flexibility, and a new popular strategy is using LLCs to serve as the registered owner of an investment portfolio, referred to in this article as a “family investment company”.

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Save and Invest…



Saving is a key principle. People who make a habit of saving regularly, even saving small amounts, are well on their way to success.  It’s important to open a bank or credit union account so it will be simple and easy for you to save regularly.   Then, use your savings to plan for life events and to be ready for unplanned or emergency needs.

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