However, the current situation does not offer the luxury of risk-free preservation of capital. Treasury interest rates are less than long term average inflation, and investment grade corporate bonds also fail to even protect principal on an after-tax basis. If you need to rely on your portfolio for regular income, the problem is compounded. So, one may feel compelled to take uncomfortable risks to simply tread water financially. We offer another solution; rather than build permanent risks into your portfolio, only take specific risks when they are warranted.
Managing Your Wealth
Deciding who to trust with the management of your wealth has a large impact on your future. Here at Arthur Zaske & Associates we are dedicated to the professional stewardship of our clients’ assets and future wealth.