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Michael A. Milazzo, CLU, ChFC
Registered Principal
The Meridian Financial Company
90 Lawrence Avenue, Suite 4, Smithtown, NY 11787
Phone: 631-979-4223
Fax: 631-656-8199
Email: meridian@ae.cadaretgrant.com
Website: www.merfinco.com
One of the most important decisions you can make as a retirement investor is how to allocate your retirement investments among stocks, bonds and cash alternatives. But how do you determine the right asset allocation* for your situation? Start by reviewing the information your plan provides and talking to your financial professional.
Stocks — Historically, stocks have provided the highest potential long-term returns, but also have the greatest risk of short-term losses.
Bonds — Bonds tend to provide more modest returns than stocks, but they are also less volatile.
Cash alternatives — Considered the least risky of the three main asset classes, cash investments offer the lowest potential returns.
* Asset allocation doesn’t guarantee a profit or protect against losses.
FINRA Reference FR2017-0427-0092/E 08/02/17
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Michael A. Milazzo is a Registered Representative of and offers securities through Cadaret, Grant & Co, Inc, a member of FINRA and SIPC. The Meridian Financial Company and Cadaret, Grant are separate entities. I am registered to sell Securities in the following States: NY, PA, NC, FL, CO, ID.
The Meridian Financial Company and LTM Client Marketing, Inc. 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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