ABFLI LLC - Blogs

21 Sep 2021

Admin

21 Sep 2021

Admin

21 Sep 2021

Admin

14 Sep 2021

Admin

14 Sep 2021

Admin

14 Sep 2021

Admin

Beyond Knowledge

An investment portfolio is a collection of different types of investments or asset classes, including stocks, bonds, cash and other securities. Our primary focus is helping you achieve your long-term financial goals by selecting the appropriate asset allocation – or mix of investments – for your portfolio.
Expertise

We believe that by understanding what’s important to you, we can work together to review your options and help select an appropriate portfolio objective.
Community

We are not just a bank, we are a community Typically, the longer you have to invest, the more you can handle short-term market swings, so you may have a larger allocation to stocks, stock mutual funds or exchange-traded funds. However, when you get closer to needing the money for your goals, we recommend shifting to more conservative investments, such as bonds, CDs or bond funds.

STOCK MARKET

Your goals, concerns and attitude about investing are the foundation of your plan.
DECISION MAKING

Using a step-by-step decision-making process can help you make more deliberate, thoughtful decisions by organizing relevant information and defining alternatives
SAVINGS

Am I saving enough for the retirement I want? There’s no one-size-fits-all answer. These four steps can help you figure out the amount that’s right for you