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Tom Meaglia, ChFC®, AEP®,
CLU®, CRPC®, MSFS
Chartered Financial Consultant
Investment Advisor Representative
Chartered Retirement Planning Counselor
CA Insurance Lic. #0567507
Meaglia Financial Consulting
2105 Foothill Blvd., #B140, La Verne, CA 91750
Toll Free: 800-386-3700
Bus: 909-593-6105
Cell: 818-681-8600
Fax: 909-593-6120
Email: tom@meagliafinancialconsulting.com
Website: www.meagliafinancialconsulting.com
When investors work with a financial professional to create an investment strategy, they typically determine their financial goals, level of acceptable risk and time horizon. It is the second factor — risk — that includes a variety of potential challenges you should address when creating and maintaining your strategy.
Prominent risks involving bonds include inflation risk and interest rate risk. Inflation risk is simply the threat that low-growth investments won’t keep pace with inflation. Interest rate risk occurs when rates rise and a bond’s value declines below its face value because newer bonds offer higher yields.
Currency risk occurs when the value of one currency falls versus another. This can hurt stock performance if the company does business in the country or region with the poorly performing currency. For example, if your foreign stock purchased at par achieves a return of 10% in a currency that now pays 90 cents to the U.S. dollar you would effectively earn 9%.
Bonds can also experience liquidity risk when the seller has difficulty finding a buyer. If you own foreign investments your holdings could be subject to political risk, which can affect both stock prices and the ability of affected countries to pay their debt.
Learn more about the risks in your investment portfolio by regularly reviewing your holdings and your strategy with a financial professional.
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Investment advisory services are offered through Fusion Capital Management, an SEC Registered Investment Advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability. All investment strategies have the potential for profit or loss.
Meaglia Financial Consulting and LTM Marketing Specialists LLC are unrelated companies. This publication was prepared for the publication’s provider by LTM Client Marketing, an unrelated third party. Articles are not written or produced by the named representative.
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