Once you have a investment plan in place, the next step is to develop an investment strategy with a diversified portfolio. A good investment strategy should be based on your long-term goals, risk tolerance, and time horizon. It should also take into account the different asset classes and investment vehicles available.
Asset classes refer to different types of investments, such as stocks, bonds, real estate, and commodities. Each asset class has its own level of risk and return potential, so it’s important to diversify your portfolio across multiple asset classes.
Investments can be managed actively or passively. Active management involves selecting individual stocks and bonds based on market trends and other factors. Passive management, on the other hand, involves investing in index funds or other funds that track a particular market index. Both strategies have their pros and cons, so it’s important to weigh the risks and rewards of each.
Website Powered by WGA Global & Simple SEO Group
Investment Advisory Services offered through Goldstone Financial Group, LLC a Registered Investment Advisor (GFG). Advisory services are only offered to clients or prospective clients where GFG and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns and investing involves risk and possible loss of principal capital. No advice may be rendered by GFG unless a client service agreement is in place. Services will only be provided in states where GFG is registered or may be exempt from registration. Registration does not imply any level of skill or training.
*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.
“The Changing Story of Retirement” report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.
* Goldstone Financial Group utilizes third-party marketing firms to secure media and publication appearances. Features and appearances may be marketing paid for by Goldstone direct to the media channels and publications listed above. The network and publication appearances listed do not represent any endorsement, level of expertise, recommendation, or any affiliation with Goldstone Financial Group.
Goldstone applied and paid an application fee to be considered for the Inc. 5000 Fastest Growing Companies. The award results were independently evaluated and determined by the Inc. 5000 criteria. Additional information regarding the Inc. 5000 program and full eligibility criteria can be found here.
Goldstone pays an annual fee to be part of the BBB Accreditation Program. The ratings/grades given to Goldstone are independently determined and provided by the BBB and their criteria standards. Additional information regarding the BBB and full details of its Accreditation Standards can be found here.
Goldstone was certified as a ‘Great Place to Work’ in March 2023 after a two-step process including anonymous employee surveys and a questionnaire regarding our workforce. A subscription fee was paid by Goldstone to access the survey website, but no fee was paid to receive the certification. Additional information regarding the Best Places to Work Award and the complete eligibility criteria can be found here.
Skip to content
