If you are having a hard time understanding capital preservation and how it can help you, A) you are not alone, and B) you will be best served by reaching out to a trusted financial advisor for professional assistance.
However, in the meantime, here are some basic facts to help you better understand this daunting concept.
What is Capital Preservation?
Capital preservation is an investment strategy with the end-goal of preserving capital to prevent loss.
This financial strategy utilizes short term tools such as treasury bills in order to protect your money.
The Strategy
Current income strategies will often be focusing on the goal of creating an opportunity for quick returns and on identifying stocks with a focus on capital appreciation.
Because of this, investors are willing to take on greater risk.
Who Should Practice Capital Preservation
Capital preservation in Vienna, VA, is ideal for those who may be reliant on their income or investments to cover current living expenses such as those close to, or currently in retirement.
What is the Downside?
Inflation is the biggest enemy against capital preservation as it can turn what may have started as a “safe” investment and erode the final value over time.
Keeping this in mind, your financial advisor will likely create a strategy for capital appreciation by investing in inflation-adjusted investments as a way to prevent loss.
Schedule a Consult With a Financial Advisor in Vienna
At Argent Bridge Advisors, we know that each individual’s situation is unique.
That is why we take the time to meet with you in order to best understand your individual objectives, goals, time horizon, risk tolerance, and more before we create your investing strategy.
Our team of professional financial advisors are here to help you strive to meet your financial goals, so you can feel secure about how your money is being handled.
If you would like to schedule a consultation with an experienced financial advisor in Vienna, VA, contact us online or call us today at (833) 568-4900.
