Stock Broker in Austin

For purposes of diversification, your portfolio should include a range of stocks, bonds and funds so that you can take advantage of the economic upswings and buffer yourself against the inevitable downturns. The more diversified your investment portfolio, the more stable and secure your retirement nest egg will be.

Before investing in stocks, bonds or mutual funds, consider your age and how soon you plan on retiring – or when you will need the money. If you are in your pre-retirement phase (30s, 40s or early 50s) and don’t plan on withdrawing money from your retirement savings any time soon, you can afford to take some risk and weight your portfolio more towards riskier high-growth instruments. As you near retirement time, it may be prudent to invest in less volatile financial instruments so that the market swings have less impact on your portfolio.

Your risk tolerance or appetite for risk is a key factor in determining what investments are right for you. You need to be okay with the risk embedded in your portfolio. You need to be able to sleep at night.

The Austin Investment Pros can help you construct a retirement portfolio that is appropriate for you and takes your risk tolerance, your age, and your asset situation into consideration. Schroen Financial will create a comprehensive retirement plan – incorporating stocks, bonds, mutual funds and other appropriate financial instruments according to your needs and financial circumstances.

If you are looking for a stock broker in Austin, contact the The Austin Investment Pros!

Austin Investment Pros LLC is a BBB Accredited Business. Click for the BBB Business Review of this Investment Management in Austin TX

Certified Financial Fiduciary in Austin