Stocks and Bonds have short term ups and downs

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Shakespeare once wrote that:

"There is a tide in the affairs of men, Which  taken at the flood, leads on to fortune. Omitted, all the voyage of  their life is bound in shallows and in miseries. On such a full sea are we now afloat. And we must take the current when it serves, or lose our ventures."

Why you need us - Why you need a financial Advisor

Stocks and Bonds are the Investment Choice for Long Term Growth

  • If you have long-term financial goals, you should put money in the stock and bond markets.
  • With money market funds and CDs - no matter how competitive their rates may be, you are mostly losing money after adjusting for inflation. The very reason banks offer you these product is they use your money to invest in stocks and bonds and profit themselves!
  • For the last 100 years, stocks returned approximately 9~11% per year. A moderately allocated investment portfolio (with much less volatility than stocks only portfolios) returned about 5~7% pear year.
  • Well diversified portfolios can provide less volatility than the stock market, while providing a much better expected return than money market funds, CDs or other fixed income only products.
  • Please contact us for your financial and investment planning needs.  We are financial advisors serving the Minneapolis, Saint Paul, and Rochester MN areas.

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Best financial advisors in Minnesota, Best wealth management firm, family wealth advisor