Your investments don’t have to be just stocks, bonds, and mutual funds. We can help you incorporate different kinds of investments over time so your portfolio is diverse and you are more protected against inflation and/or volatile market conditions. Alternative investments like rare coins and precious metals offer you the opportunity to grow your wealth while protecting your assets at the same time.
Think of tactical and alternative investing as a way you can add stability and predictability to your portfolio holdings to avoid major market declines. We’ll work to understand your risk tolerance and your other financial planning needs so that you can reach your retirement goals. You’ll have peace of mind knowing your advisor is an expert in tactical investment strategies.
We aim to be highly responsive to your needs and understanding your concerns.
To stay on track to the financial future you dream about, you need to know where you’re coming from (and what the market has done in the past) so you can avoid past mistakes. At TRAC, we focus on looking out for you so that market changes don’t take you by surprise and your assets stay protected.
One of the ways we protect our client’s portfolios is by being aware of the ways the market has fluctuated throughout decades.
As an example, below is a chart showing changes in the S&P from the 2008 recession (May 2008) to September 2012. This is just one moment in history that we keep in the back of our minds as a reference to help us protect our clients.