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Wealth Management - Investment Sounding Board
Where are you advising clients to invest while still remaining cautious?
Florida Trend posed this question to 11 financial advisors - here are their answers.
Mari Adam
President
- Adam Financial Associates -
Boca Raton
 |
I still believe in maintaining a diversified portfolio. I like U.S. equities as the core of the portfolio. I still also like multinational companies, especially attractively priced companies based overseas that are doing a lot of business in the emerging markets. We also like to maintain positions in REITs, commodities and natural resources to protect against inflation down the road, although now we are not overweighting these holdings.
We like to use some municipals in the portfolio because they often yield more than Treasuries. We also like high-quality corporate bonds and strategic bond funds that look for opportunities across the globe."
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