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The concept of diversification is a very important one. It is a subject that we discuss at depth with our clients. Portfolio construction is critical to reducing your portfolio risk while maintaining your upside potential.
Despite what you may hear on the tv or radio, there is no perfect investment. Every investment carries some kind of risk… and that is OK! Without risk there would be no reward.
The problem is that far too many people have not had risk and diversification explained to them in a comprehensive fashion. At Sound Foundation, we believe that through proper diversification you can gain exponentially more control over your ability to accomplish financial independence than you can without it.
Often there is a false sense of safety in Target Date funds, or having your money at different companies, or holding a handful of different mutual funds.
At Sound Foundation, we make sure you understand what risk you are exposed to and if that risk is appropriate and how to most efficiently mitigate that risk if necessary. These critical conversations and decisions throughout your life as an investor have an enormous impact on your success. This is a crucial aspect to creating for yourself the foundation you need to propel yourself into financial independence.