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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
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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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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