Portfolio Segmentation Strategy

Written By Robert Amato, CFP®, CIMA®

Achieve your financial goals using portfolio segmentation 📊

This short video explores how to align your investment strategy with your short, medium, and longer-term financial goals.

Videos:

Topics:
0:00 - Introduction
0:24 - Investment Volatility
2:00 - Short-Term Goals
2:36 - Medium-Term Goals
3:10 - Long-Term Goals

📫 We'd love to hear from you! If you are interested in scheduling a meeting with our team, we welcome you to visit our site: https://www.compasswm.net/contact-us

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This material is not intended to be relied on as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of May 8, 2024, and may change as subsequent conditions vary. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by Compass Wealth Management to be reliable, are not necessarily all-inclusive and are not guaranteed as to accuracy. Past performance is no guarantee of future results. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the reader. Investments involve risks.

Robert Amato, CFP®, CIMA®
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