Investments

Cherry Hill Financial can help you put your assets under management.

Many people in today’s world are favoring an assets under management approach. It is an approach where one deposits one’s money at a reputable big name firm and has a management team navigate the waters. There are many different approaches for asset management. One approach can favor income and another can favor growth. The approach I favor is one which combines many of these approaches under one roof and shifts funds from one sector to another based on what economic and market indicators are telling us. It is an approach which looks at both domestic and foreign stock markets, bonds, commodities and real estate alternatives. It is a strategy which places an emphasis on minimizing losses in a down market and thereby not needing to be as aggressive while the market is climbing. It is a strategy where managers can go long if the market looks positive and short if the situation looks negative. This is an emotion free strategy based on reams of data. Historically, this type of portfolio has done well and their investors have been able to sleep better because of the reduction in volatility.

Investments March 30, 2017


Investment Advisory Services offered through Retirement Wealth Advisors, (RWA) a Registered Investment Advisor. Cherry Hill Financial and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision. This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Cherry Hill Financial and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.
Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors.