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Investment Strategies Notebook

4 Investment Strategies for investors who want to Maximize Returns and Minimize Risk over time, PLUS The Perfect Investment

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4 Investment Strategies

Plus The Perfect Investment

For investors who want to Maximize Returns and Minimize Risk

  • Diversification

  • Asset Allocation

  • Dollar-Cost-Averaging

  • Portfolio Rebalancing

Professor_Snooze_WMM-6


 

 

Elevators


Diversification

 

Tire


Asset Allocation

 

Farmer Joe Cows-Chart


Dollar-Cost-Averaging

 

Professor_Snooze_WMM-6

Portfolio Rebalancing


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IMPORTANT DISCLOSURE:

Investment Advice and Financial Planning are offered through BayRock Financial, L.L.C., a Registered Investment Advisor. BayRock does not provide tax or legal advice. The information presented here is not specific to any individual’s personal financial circumstances. To the extent that this material concerns tax matters or legal issues, it is not intended to be used, and cannot be used, by any investor or taxpayer for the purpose of avoiding penalties that may be imposed by law. Each investor should seek independent advice from a tax professional based on his or her individual circumstances. All content from MissionalMoney.com and SaltyAdvisors.com is provided for general information and educational purposes only. This content is based on publicly available information from sources believed to be reliable. Neither Missional Money nor BayRock Financial, L.L.C. can assure the accuracy or completeness of these materials and this information can change at any time and without notice. Use this material only as general guide to further discussion with your Certified Financial Planner™ professional and/or other Financial Advisor(s).

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