Rebalancing Your Portfolio: Why Now Is a Good Time to Check Your Asset Mix
Market fluctuations, economic shifts, and personal financial changes can all impact an investment portfolio over time. What once aligned with financial goals and risk tolerance may have drifted due to market movements. Rebalancing is a chance to check your asset mix....
Create an Investment Portfolio that Aligns with Your Goals and Investing Style
Building and maintaining an investment portfolio involves strategic planning and ongoing management. An effective portfolio blends diverse investment types, considers long-term and short-term goals, and adapts to changes over time. Below, we’ll review 10 strategies...
Balancing Risk and Return and Understanding Asset Allocation to Optimize Your Investments
Asset allocation is a key concept in portfolio management, focusing on distributing investments across various asset classes like stocks, bonds, and cash to balance risk and return. This strategy is tailored to an investor’s financial goals, time horizon, and risk...
Getting Ready for a Cold Market: Financial Planning for Uncertain Times
As winter approaches, we naturally adjust our habits and prepare for the seasonal changes. Whether you’re in colder states, investing in new winter gear like coats or boots, or restocking sand or salt for icy sidewalks, the shift in weather demands action. Even...
Bob has a passion for making your money work hard for you. He takes profound joy in ironing out a plan for a long and comfortable retirement, no matter what your current income or level of wealth. With a work ethic second to none, he has a zeal for transforming uncertainty into stable ways for you to protect your future and your family. He knows that the quality of your life you enjoy today can remain as rewarding—or even better—after retirement.
With a strong background in information technology, Carol is instrumental in building operational policies and strategies that keep the organization functioning smoothly. Carol’s organizational skills and her flexibility to jump from priority to priority along with her commitment to customer service makes her an essential part of the Grimard Financial team. When Carol is not working with the Grimard Financial Family, she is a very creative and accomplished photographer.