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Defining Conservative Investing

November 11, 2013 by Thomas Mullooly


When it comes to defining conservative investing, one of the most important questions that needs to be answered is, “What do you want to get out of your investments?”. To put it plainly, what’s the plan for this money in the future? This is so critical because most of the time advisors think being a conservative investor means one thing and investors think another.

In this video, Tom and Brendan spend some time defining conservative investing. They cover topics like the typical asset allocation model for conservative investors, what those returns have looked like to date in 2013 and years past, and what conservative investors should be expecting out of their investments each year. All of these points are equally significant when it comes to defining conservative investing.

As mentioned earlier, being on the same page as your advisor when it comes to conservative investing is paramount. Conservative investing is going to mean something slightly different to each investor based on their situation and personal goals.

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Filed Under: Asset Management, Videos Tagged With: asset allocation, Bonds, stocks

About Thomas Mullooly

Thomas Mullooly is owner and founder of Mullooly Asset Management, Inc. In 2002 Tom opened Mullooly Asset Management, a fee-only investment advisory firm. As an investment advisor, and not a broker, Tom works strictly for his clients. With the help of point and figure charting, Tom builds a realistic game plan for clients.

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