Portfolios Are Time Specific

My son Danny and I used to argue about picking his clothes up, getting in the shower - cleaning behind his ears, etc. You get the drill! But now things are vastly different. Now we argue about rates of return and stock market indices. We've come a long way. 

Danny had the privilege of NOT being an investor in 2000 and 2007. Remember? He drinks from the "stocks will return 10% every year over time" hose, while I am more cognizant about what things might look like over the next 10 years or so. He is 21, I am not! I tell him all the time: Portfolios are Time Specific! (3:30)

Northwest Suburbs
1821 Walden office Square
Suite 400
Schaumburg, IL 60173

Phone: (224) 300-5174

Western Suburbs
3333 Warrenville Road
Suite 200
Lisle, IL 60532
Northern Suburbs
790 Estate Drive
Suite 200
Deerfield, IL 60015
Copyright © 2020 Rose Advisory Group. All Rights Reserved. 

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Rose Advisory Group are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Fiduciary duty extends solely to investment advisory advice and does not extend to other activities such as insurance or broker dealer services. Advisory clients are charged a monthly fee for assets under management while insurance products pay a commission, which may result in a conflict of interest regarding compensation. 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 BCM.  Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract.