Your Stock Broker in Long Island

A stockbroker can help you determine your risk tolerance, diversify your portfolio and decide how to integrate stocks, bonds, ETFs, and/or mutual funds into your retirement portfolio.

If you are looking to make stocks, bonds or mutual funds a part of your retirement portfolio, remember these three words: Diversify! Diversify! Diversify!

Your portfolio should include a range of stocks, bonds, and other individual investment instruments that may be offered through a stockbroker. The more diversified your investment portfolio, the more stable and secure your retirement nest egg will be.

Another factor to consider in building your portfolio is how soon you plan on retiring – or when you will need the money. If you are in your pre-retirement phase (30s, 40s or even 50s) and don’t plan on withdrawing money from your retirement savings any time soon. You can afford to take some risks and weight your portfolio more towards high-growth instruments. As you near retirement time, it may be prudent to invest in less volatile financial instruments so that the market swings are less extreme.

Your risk tolerance or appetite for risk is a third key factor in determining what investments are right for you. You need to be comfortable with the risk embedded in your portfolio so you can sleep at night.

Craig James Financial Services takes an individualized approach and will create a comprehensive retirement plan that may incorporate stocks, bonds, mutual funds and other appropriate financial instruments.

Looking for a stockbroker? Craig James Financial Services, LLC can help you diversify your portfolio and invest in appropriate stocks, bonds, mutual funds and other financial instruments as part of your overall financial strategy. Call the financial planning pros at Craig James Financial Services today: 631.393.2888 or Toll Free: 877.876.2707.

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