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1630 E White Mountain Blvd Unit D-3 Pinetop, AZ 85935    (928) 358-4314    Office Hours: 8:00 am – 5:00 pm Monday - Friday

I n v e s t i n g   T o w a r d   Y o u r   V a l u e s

I n v e s t i n g   T o w a r d   Y o u r   V a l u e s

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Be confident about your retirement.

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Jason McCaleb

AAMS®, CFP®

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(928) 358-4314

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How to Build a Portfolio

We prefer to meet with our clients in person in order to best understand their financial situation, circumstances and uniqueness. One way we address financial needs is to select a personalized and customized investment portfolio.  The Portfolio Objective will help determine the best suited asset allocation, which is extremely important in moving toward long term financial goals.

 

Since markets are unpredictable and investment types perform differently, it is important to have a variety of investments. Diversify into both growth and income investments.

 

Select sound, quality investments offered by well managed companies with excellent track records of performance and growth.

 

Invest globally. Many opportunities for growth and increasing dividends exist by investing globally.

 

Stagger the maturity dates of your income investments in an effort to create reliable stream of income.

 

Review your portfolio annually to make sure it still meets your financial needs.

 

Diversification does not eliminate the risk of market loss. Investing involves risks, including loss of principal and fluctuatingvalue.

 

International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors.