How I Brought My Experience to Our Investment Philosophy By Facet Wealth Chief Financial Officer Lisa Rapuano, CFA® Facet Wealth has 40+ CERTIFIED FINANCIAL PLANNERS™.
Rebalancing, the key to investment success
Is your investment portfolio in balance? Are you rebalancing it every year to make sure your investment mix is positioned to meet your financial goals?
Here’s how rebalancing works and why it’s so important.
Quick question: How much do you have in your savings account? How much debt do you carry? What’s your plan for paying it off? What’s your plan for retirement savings? Are you using the best kind of account to fit your plan?
As a business transformation consultant, I help financial advisory firms evolve by designing and implementing a multi-year plan that targets realistic growth goals and completion of staff and business improvements.
Financial literacy is the bedrock that supports financial life management. More than knowing the difference between stocks and bonds, or understanding your appetite for risk, financial literacy is what lets you make trade-offs today for the goals that are important to you. Financial literacy lets you imagine the future you want and say, “It’s possible.”