Focus on your Portfolio's Objective

There is so much going on globally that it can be really tough to focus on the critical. Our focus for our clients here at The Naples Money Managers is reducing portfolio risk and increasing portfolio income both of which are crucial to a retiree's success.

The truth is, many investors believe that their sole portfolio objective is growth over time and that the "buy and hold" strategy will always deliver. However, there are crucial components that are constantly being missed, such as:

• quantifying portfolio risk using the metric "Beta"
• creating an additional income stream
• taking action during all market cycle

Success in all your efforts,

John