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Investing for Life

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AN EXPERT

Having your money work as hard for you as you worked to accumulate it is vital in affording life’s financial goals.

A disciplined approach to investing, grounded in strategies that have stood the test of time through both up and down markets, has the potential to provide the greatest rewards with a high probability of success. Prudent investing balances the trade-offs between the probable risks you’ll encounter to meet your goals with the potential returns that can help you get there. It should also address both near-term expenditures (e.g., buying a home) as well as longer-term plans (e.g., retirement).

In short, a good investment plan incorporates answers to many strategic issues, including:

  • Which assets do I need in my portfolio and which should I avoid?
  • Where and how should foreign-based assets play a role for me?
  • Which assets should be purchased in my retirement accounts versus my taxable accounts?
  • How do I avoid the most common mistakes investors make, especially during rocky markets?

Planning with a trusted advisor is key. B|O|S has guided many clients through these decisions. Our goal is to help you make smart decisions and free up your time to focus on what matters most to you.

Next up:
Tax Planning

Have a question?

Speak with Kevin Dorwin, CFP®, Managing Principal, whose expertise includes portfolio design and management, estate planning, and charitable giving, among other wealth management strategies.

Kevin D. Dorwin, CFP®
MANAGING PRINCIPAL

B|O|S Recognition

B|O|S  is proud to have been recognized as an industry leader in the registered investment advisor space. These accolades and peer-recognitions reflect not only our passion, but also our deep commitment to every aspect of our relationship with our clients.

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