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  • OUR FIRM
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    • INSURANCE
    • TAX MANAGEMENT
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Is the Ride-It-Out Strategy Right for You?

4/9/2020

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Is your financial advisor telling you that all you can do is ride-out the current market?  This can be a viable option but deciding if this “ride-out” strategy is the best option for YOU requires a comprehensive review of your portfolio to know exactly what you are invested in and where you stand.  Do you know the answers to the following three questions?

  1. Is my portfolio invested in companies that are still able to do business in this unprecedented environment?
  2. Does my portfolio currently hold enough cash that is readily accessible for emergencies?
  3. Do I have cash available in my portfolio to buy good quality stocks when available at a discount?


If you are unable to answer these questions, we can provide you with clear answers with a simple review of your portfolio.  This is not the time to ignore and look later. Take charge of your money now! Contact us for an appointment today.
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    Andy Arkfeld, Managing Partner, Investment Adviser Representative

    Andy has been an advisor for over 22 years. He started his own financial services firm, Arkfeld Wealth Strategies, in 2012 to better assist his clients in meeting their financial goals and potentially learning to live debt free. Andy specializes in helping business owners gain a complete picture of their business needs and investment opportunities.

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OMAHA FINANCIAL PLANNING
3512 N 163rd Plaza
Omaha, NE 68116
  
(402) 933-1970
RETIREMENT PLANNING
ESTATE PLANNING
INSURANCE
COLLEGE FUNDING
INVESTMENTS
BUSINESS CONSULTING
TAX MANAGEMENT

​​Investment advisory services provided by Arkfeld Wealth Strategies, L.L.C. All content on this site is for information purposes only and should not be considered investment advice.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another party’s informational accuracy or completeness.  Arkfeld Wealth Strategies, L.L.C. and its representatives do not provide tax or legal advice and nothing herein should be construed as such.  Always consult with your tax advisor or attorney regarding your specific circumstances. 

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