Broker Check

Asset Management

Managing for Long-Term

Managing for Long-Term

Here at Malecki Financial Group we believe in the tried-and-true guidance that investors have used for years: think long term.

It’s important to have the right mindset when investing—and that requires avoiding the “get rich quick” attitude.

One of the most potentially rewarding investment tactics is a long-term one that requires patience, which for many clients can help in the end.

The Long-Term Approach

The Long-Term Approach

The long-term approach is designed to keep your money invested in the right places—like stocks, bonds, or other assets matched to your needs—for a determined amount of time.

Part of this strategy is to provide you with more ownership and equity in your investments by creating a diversified portfolio that provides exposure to different areas of the markets.

Most importantly, a long-term strategy can help your portfolio withstand market volatility over time.

Asset Management Objectives

Create portfolio guidelines that are transparent and cover range of client goals

Focus on risk management and a consistent decision-making process

Monitor portfolios and rebalance to keep risks in line

Maintain discipline and avoid emotional decision making

Eric Stiles, CFP®

Financial Advisor

732-248-9400 x1108

Series 7, Series 66 Registrations | Life Insurance License: NJ  Eric is a dedicated CERTIFIED FINANCIAL PLANNER™ professional specializing in comprehensive wealth building strategies for affluent young families in Monmouth County, NJ...

Read more

Want to Learn More?

We can help you on the journey to financial confidence!

Contact the office today to see how we can help you with your asset management objectives.

Contact Us!

A diversified portfolio does not assure a profit or protect against loss in a declining market.