How To Estimate The Amount of Risk in your portfolio using… The Rule of 100 How much of your portfolio should be in “risky” investments? The rule of 100 uses your age to help you decide. The basic formula is this: the number 100… minus your age… equals the percentage of investments in your portfolio […]
This week’s article tells us that retirement planning needs to change in this new year and that “it may be time to revisit traditional approaches to retirement planning. The pandemic and near-zero interest rates dramatically changed the environment”. The article continues by focusing on the goals of delaying claiming social security benefits, improving portfolio return
Improving Your Portfolio Return Without Increasing Risk Read More »
“You Earn It. We Protect It.” We believe in Keeping Your Principal Protected*, Simplifying Your Strategy, and A Reasonable Rate of Return**
Messina’s Wealth Management, LLC MS Lic #1503388
Messina’s Wealth Management, LLC
LA Lic #717402
Dominick Messina
LA Ins Lic# 222159
Dominick Messina
MS Lic #7176300
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**Our products offer a reasonable rate of return, over time.
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