You & Your Money
Develop Your Relationship
Gain insight on your relationship with money and begin pursuing new levels of financial success with our Financial Tales.
In our opinion, this is by far the hardest thing to do in the realm of investing because it is a balancing act and it requires a clear understanding of how money works during this phase of your life. In order for your money to provide you with a lifestyle income throughout retirement requires knowledge. Knowledge lets you find the right balance between risk and reward. This is a time in life where the most important term to remember is balance. In this phase of your life, not only must you understand how money grows while you are accumulating wealth, you must understand how it shrinks when you are no longer periodically adding to your portfolio.
Sera Capital is a registered investment advisor that manages money for individuals, couples and other advisors. We are active managers of passive broad indices. This means we trade your portfolio on a discretionary basis based on your goals and what we think is appropriate in the hope of achieving above average rates of return with below average risk over complete market cycles.
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