RETIREMENT VISIONS

CONNECT

Address:

105 Falls Court ,Suite 400
Boerne, TX 78006

Phone:

830-816-3434

Managing Volatility


At Retirement Visions our investment philosophy is to manage volatility first. Why is this important? Times as recent as 2008 is the answer. Can you imagine after years of accumulation your account is now down 54%. A $100,000 account is now down to $46,000, a $500,000 account to $230,000 and $1,000,000 is down to $460,000. I think you get the picture. While there are other viewpoints, the 21st Century has brought additional challenges and we don’t believe in itself a buy and hold process continues to be effective. We structure portfolios with core holdings and revisit those and other positions in the portfolio to determine how they meet with current trends, economics, global concerns and several other data points. This concept is designed for containment and action without restricting returns or inhibiting your ability to meet your goals. 

Below is an example how volatility might play out in a given 3 year example.

No investment strategy can guarantee a profit or protect against loss.

 

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Check the background of this financial professional on FINRA's BrokerCheck