Financial Directions LLC, an independent advisory firm, is dedicated to the individual investor and small business owner. We provide personalized client service that is unusual at larger brokerage or banking organizations. We offer a full range of brokerage and retirement accounts. As your advisor we are a personal resource and a crucial part of your support team moving you toward financial success. Working with someone you trust and who knows you on a personal level is how our independent, client-focused perspective is designed to help you meet your needs.
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Portfolio Allocation
The first half of 2020 has seen a dramatic increase in stock market volatility. After beginning the year by gaining 4% through mid-March, the S&P 500 lost roughly 35% over the next four weeks. Four months from that bottom and the index now sits at break-even for the year. While it is always a good idea to review portfolio holdings and periodically rebalance your accounts, the volatility in the markets this year may call for a deeper dive to see what part of your allo
