With so many different types of investments considered "hot" right now, Alex Cabot and Ed Lambert thought this the perfect time to revisit the importance of diversification.
Hot asset classes don't necessarily remain hot, and "cold" classes aren't "overdue." Past performance does not indicate future results, and your best chance at success is a properly diversified portfolio.
Alex and Ed provide hard data about just how volatile these different asset classes have been, just over the last few years.
Lately, there's been a trend of market leaders changing from fast growing tech companies to higher dividend paying companies. Ed breaks that down for us.
Connect with Alex, Ed, and the team at Birch Run Financial:
Website: www.BirchRunFinancial.com
Email: info@birchrunfinancial.com
On Facebook: Birch Run Financial
On Twitter: @BirchRunFinance
Phone: (484) 395-2190
You can always email Alex and Ed at info@birchrunfinancial.com or give them a call at 484-395-2190.
Or visit them on the web at https://www.birchrunfinancial.com/
Alex and Ed's Book: Mastering The Money Mind: https://www.amazon.com/Mastering-Money-Mind-Thinking-Personal/dp/1544530536
Any opinions are those of Ed Lambert and Alex Cabot and not necessarily those of RJFS or Raymond James. The information contained in this report does not purport to be a complete description of the securities, markets, or developments referred to in this material. There is no assurance any of the trends mentioned will continue or forecasts will occur. The information has been obtained from sources considered to be reliable, but Raymond James does not guarantee that the foregoing material is accurate or complete. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. The examples throughout this material are for illustrative purposes only. Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional. Diversification and asset allocation do not ensure a profit or protect against a loss. Past performance is not indicative of future returns. CDs are insured by the FDIC and offer a fixed rate of return, whereas the return and principal value of investment securities fluctuate with changes in market conditions. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Birch Run Financial is not a registered broker/dealer and is independent of Raymond James Financial Services. Birch Run Financial is located at 595 E Swedesford Rd, Ste 360, Wayne PA 19087 and can be reached at 484-395-2190.
Any rating is not intended to be an endorsement, or any way indicative of the advisors abilities to provide investment advice or management. This podcast is intended for informational purposes only.