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Fisher Investments Solutions
Would you hire a circus clown to fix a leak on your yacht? Of course not, but let’s face it—many individuals have very little time or the know-how to successfully manage a portfolio on their own. In the same way people utilize the services of an architect, interior designer, plumber, barber or lawyer, individual investors often turn to professional investment management to fulfill their investing needs.
Professional Advice
Investing success is more than just picking stocks. It involves more important decisions like asset allocation (your mix of stocks, bonds and cash) and sub-asset allocation (sectors, countries, capitalization, growth/value) and securities selection. But professional investment management is also about planning for major life events like children’s graduation, home purchases, income needs, retirement and succession. Fisher Investments takes all of these factors into account when building your portfolio.
Retirement Investing
Retirement planning is something everyone needs to consider at some point—the earlier the better. Maintaining a comfortable lifestyle after retirement often requires sufficient investment income to replace earnings from work. The portfolio may need to accomplish varying degrees of growth and income, without assuming too much risk to accomplish these goals.
Global Investing
One way to diversify and mitigate risk, which many investors don’t fully appreciate, is to think globally. Considering the US is about 25% of global GDP, it makes sense to have a healthy portion of the portfolio allocation to other countries.
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