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Michael A. Milazzo, CLU, ChFC
Registered Principal
The Meridian Financial Company
3350 Club Villas Dr SE, Unit #1303
Southport, NC 28461
Phone: 631-979-4223
Fax: 910-854-0002
Email: meridian@ae.cadaretgrant.com
Website: www.merfinco.com
Safe can be risky when you don’t invest with a strategy that helps your portfolio potentially keep up with inflation. There are steps you can take, though, to possibly lessen some of the effects of inflation, wherever you are in your investing life.
Not only may asset classes perform differently, but certain types of investments within each asset class may also perform in a different way at the same time. For instance, international stocks may not perform the same as domestic stocks.
Owning mutual funds that include Treasuries doesn’t offer the same guarantee as owning them outright, because fund managers often sell their holdings before maturity, when returns might be higher or lower than if held until maturity. Talk to your licensed financial professional to learn more.
* You should consider the fund’s investment objectives, charges, expenses and risks carefully before you invest. The fund’s prospectus, which can be obtained from your financial representative, contains this and other information about the fund. Read the prospectus carefully before you invest or send money. Shares, when redeemed, may be worth more or less than their original cost.
**Asset allocation won’t guarantee a profit or ensure against a loss but may help reduce volatility in your portfolio.
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Securities and Advisory Services offered through Cadaret, Grant & Co, Inc, a Registered Investment Advisor and Member FINRA/SIPC. The Meridian Financial Company and Cadaret, Grant & Co., Inc. are separate entities. I am registered to sell Securities in the following States: NY, NJ, PA, NC, FL, ID.
The Meridian Financial Company 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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