Traditional Investments, Stock Investment, Bond Investments

Traditional Investments

That Familiar Feeling

Most people are comfortable with traditional investments and their capabilities. And, for the last decade or so, many people have made a lot of money from these “tried and true” investments. However, recent stock market activity has caused these same people to re-think the stability of their stocks and mutual funds. Unless you have been actively involved in the decision-making process, you are likely invested in one or more of the mutual funds that are offered by your stock brokerage firm.

Get in the Driver’s Seat

When you self-direct your retirement portfolio, you steer the course with expansive options. You give yourself the ability to get behind the wheel and choose not only your investment broker or brokers, but also what portion of your portfolio is best served in a mutual fund or stock. By determining your own level of aggressiveness, you can allocate a portion of your portfolio based on market trends and adjust quickly during market downward trends towards alternative, safe harbor investments.

Don’t Forget to Diversify

If you want to invest in traditional vehicles, you may consider consolidating your accounts with a self-direct administrator to determine which portion of your portfolio belongs in traditional investments and which portion you might want to commit to non-traditional. Traditional investments definitely have their place, but a good mix with non-traditional investments can restore that peace of mind regardless of the market.

Here are the most common traditional investment strategies:

Stocks
Bonds
Mutual Funds
CD’s
Annuities