Can Investors Win More by Losing Less?

Watch Shawn Hirsch explain how we manage risk and help keep clients on track to achieve their goals.   Too many investors only focus on returns.  Seeking to avoid significant declines is also important.   

 

Bond yields may be low, but owning bonds is still an important component of a well-designed investment plan. 

There are 3 good reasons to invest in bonds as part of a diversified portfolio:

  1. Ease stock market risk
  2. Income generation
  3. Capital preservation

What makes bonds most attractive is what typically happens when volatility really spikes.  Our analysis indicates that bond prices tend to rise and yields fall, when stock prices drop.  Returns during recent stock corrections show the value of investment grade bonds to help mitigate stock market risk. 

 

Shawn Hirsch
Managing Director, Wealth Management

IMPORTANT DISCLOSURE

Past performance may not be indicative of future results. Different types of investments and investment strategies involve varying degrees of risk, and there can be no assurance that their future performance will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. The statements made in this newsletter are, to the best of our ability and knowledge, accurate as of the date they were originally made. But due to various factors, including changing market conditions and/or applicable laws, the content may in the future no longer be reflective of current opinions or positions. Any forward-looking statements, information and opinions including descriptions of anticipated market changes and expectations of future activity contained in this newsletter are based upon reasonable estimates and assumptions. However, they are inherently uncertain and actual events or results may differ materially from those reflected in the newsletter. Nothing in this newsletter serves as the receipt of, or as a substitute for, personalized investment advice. Please remember to contact Signet Financial Management, LLC, if there are any changes in your personal or financial situation or investment objectives for the purpose of reviewing our previous recommendations and/or services. No portion of the newsletter content should be construed as legal, tax, or accounting advice. A copy of Signet Financial Management, LLC’s current written disclosure statements discussing our advisory services, fees, investment advisory personnel and operations are available upon request.

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