Long-Term Success

Know Your Risk, Know Your Goals

Long-Term success is based upon the ability to maneuver changes. These changes could be in your personal life, in the market or in the investment strategies available.  Efficiently evolving as you progress towards your goal of financial independence is essential.

How is this done? By constantly reassessing your strategy and portfolio with your end goal in mind. Knowing when and how you can be more aggressive and when and how you can dial your risk back. Understanding the variables that will contribute to necessary changes.

As financial independence approaches, it is critical to make wise allocation decisions to reduce variability while continuting to generate income and growth. 

There are two sides of risk at play here, the risk of loss as well as the risk of not growing. This is a constant balancing act that is different for each individual and situation and changes throughout one’s life. At Sound Foundation we help you navigate that balance.