Diversifying Your Portfolio: Why Now Might Be The Time To Take The Leap

The recent volatility in the public markets has many investors reeling. If you’ve spoken with your financial advisor recently, you’ve likely heard something along the lines of “a long-term disciplined approach to investing with a well-diversified portfolio is the best strategy for financial success”. It’s also probable that your advisor has suggested an investment portfolio consisting almost entirely of mutual funds. Some funds will invest primarily in a myriad of stocks, while others will expose you to fixed income securities such as bonds and CDs. Based on your investing time horizon and risk you’ll receive a recommended “target asset mix”. This mix is usually illustrated as a pie chart that provides what your advisor believes is an appropriate mix of equities, fixed income securities, and cash. By purchasing multiple investments that correspond to each sliver of the pie, you’re considered by many to have a well-diversified portfolio. In other words, you’re ascribing to the age-old adage of not having all your eggs in one basket.

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Over 55? Avoid Making These 6 Mistakes with Your Retirement Plan

April 14, 2020

Based on watching tens of thousands of investors make self-directed investment decisions every day for the past seventeen years – I’ve seen success and some painful failures during upturns and downturns in the market. Here are a few words of advice when thinking about adjusting your retirement assets.

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Interview | Let’s Talk About the Real Estate Market

April 10, 2020

NuView CEO, Glen Mather, interviews client and friend, Greg Bond, about self-direction, investing history, and the current real estate market.

The Obligation and Opportunity of Self-Direction in a Crazy Market

I couldn’t help remembering the last time I felt so helpless – September 11, 2001. The country was frozen – trying to understand the level of hatred it took to plan and execute the death of so many innocent lives. The uniqueness of about sharing a seminal event together as a country is unique – some remember the assassination of President Kennedy in much the same way. 

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THE CARES ACT OF 2020: HOW ARE RETIREMENT PLANS AFFECTED?

April 7, 2020

The Coronavirus Aid, Relief, and Economic Security, or “CARES Act” – the third emergency bill that Congress has passed in response to the novel coronavirus (COVID-19) pandemic – was signed into law on Friday, March 27, 2020. The CARES Act contains certain relief provisions for qualified retirement plans and IRAs.

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