Personalize Your Portfolio

Personalize Your Portfolio - Individualized Investing

Defining your goals, measuring your risk tolerance and determining your investment time horizon all play an important part in choosing an investment strategy best suited to you.  As you go through life, you’ll find that your short- and long-term goals are always changing or being modified to reflect your life stages.

There’s a reason that old adages are still around… they represent sound investment strategies.  “Don’t put all your eggs in one basket” is to maintain a diverse portfolio (asset allocation).  “Slow and steady wins the race” is to regularly and consistent invest a specific amount or percentage of money over an extended period of time (dollar cost averaging).

This is where professional expertise can be incredibly valuable.  A good financial advisor understands each individual’s unique situation and will really listen and help guide you through personalizing your portfolio and provide sound advice based upon your concerns.


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XCEL FCU is a credit union serving members in New Jersey, New York and across the country.