Investment Management

Di-worse-ification? 4 Ways Your Portfolio Can Become Too Diversified
Team SummitEmployee Financial Resource Center, Investment ManagementComments are off for this post
There is a saying that diversification is “the only free lunch in investing.” Since its inception, diversification has fundamentally changed the way people plan their portfolios and handle investment risk. It has become so central to investing that most retirement accounts sink all of their value into mutual funds and exchange-traded funds, which feature diversity  Read More →
Financial Spring Cleaning
Team SummitBudgeting & Debt, Employee Financial Resource Center, Financial Planning, Investment Management, Retirement PlanningComments are off for this post
Could your finances use a good cleaning this spring? You may already be planning to tackle your house with a broom and a bottle of bleach, so you might as well dust off your finances while you’re at it. Check off some of those nagging financial tasks this spring so you can relax over the  Read More →
What is Diversification? [Video]
Team SummitEmployee Financial Resource Center, Investment ManagementComments are off for this post
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Diversification is a critical component of long-term investing. Here is a great video from Fidelity illustrating the benefits and importance of not putting all of your eggs into one basket. Securities and investment advisory services are offered solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC. AIC, The Summit Group of Virginia LLP, and Fidelity are not affiliated.  Read More →

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