Rowing & Sailing VIDEO |

Sailing and Rowing: An Investment Strategy for Today

This “Sailing & Rowing” video helps investors better understand market environments and what they can do to potentially reduce volatility while still seeking positive returns in their portfolios. To view the video, click the picture above.

In the video you’ll see:

How long-term Bull and Bear markets suggest strategies for reaching your goals
How deeply-diversified approaches to allocating your assets can keep you on track

The ideas in the video are meant to be the beginning of a conversation.

The video discusses the potential of different Asset Allocation Strategies.

Which strategies are sound choices for you? Which ones are in harmony with your investment style and experiences? Which strategies coincide with what is really important to you and your family?

“Our strategies offer investment solutions designed to help guide you toward your goals.”

If you would like to continue the conversation about reaching your goals or investment management and retirement financial planning, Contact us here.

Although it does not guarantee against loss, asset allocation is the act of spreading investments across different asset classes, such as stocks, bonds and cash equivalents, to manage risk and decrease return volatility. Diversification, though it does not necessarily protect an investor from loss in a volatile or declining market, is the act of spreading risk among different investments in an attempt to yield higher returns while lowering risk within a portfolio.

Investing involves risk including the potential loss of principal. There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio in any given market environment. No investment strategy, such as asset allocation, can guarantee a profit or protect against loss in periods of declining values. The Dow Jones Industrial Average (“DJIA,” a registered trademark of Dow Jones & Co., Inc.) Is an unmanaged index composed of 30 common stock. Past performance is no guarantee of future results. It is not possible to invest directly in an index. Crestmont Research, founded by Ed Easterling, provides secular market research support to AssetMark, Inc., and his book, Unexpected Returns: Understanding Secular Stock Market Cycles, introduces and discusses the Sailing and Rowing analogy, which is used to describe asset allocation and portfolio construction strategies.