Listen to this week’s educational episode where Trey Booth, Chief Investment Officer, puts some context to what risk-free return means.
Trey Booth, CFA®, AIF®
Chief Investment Officer
Wealth Consultant
Email Trey Booth here
Fi Plan Partners is an independent investment firm in Birmingham, AL, serving clients across the nation through financial planning, wealth management and business consulting. Fi Plan Partners creates strategies in the best interest of their clients using both fee based investing and transactional investing.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Economic forecasts set forth in this presentation may not develop as predicted.
No strategy can ensure success or protect against a loss.
Stock investing involves risk including potential loss of principal.
U.S. Treasuries may be considered “risk free” investments but do carry some degree of risk. U.S. Treasuries involve interest rate, credit, and market risk.
Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor.
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