These days, nearly everyone has investments, yet few people have an investment strategy. At McKenna Financial, we work closely with...
... our clients to create investment strategies based on the client’s goals. A good investment strategy begins with clarity of purpose: Who will use the funds? When will the funds be used? Why are the funds needed? Building an investment strategy involves reasonable expectations of return coupled with an appropriate tolerance for risk. Often times, this process involves looking beyond the traditional three asset classes of stocks, bonds, and cash. Having investments is not the same as having an investment strategy!