How does Song Financial Planning LLC select investments for a client?
Before recommending any investment, we consider current economic conditions, the outlook for a particular asset class or type of security, and how the investment fits within your portfolio given your objectives and tolerance for risk. With equities, the focus is primarily on the philosophies, experience, and track record of the management team. With fixed income investments, we look for the best yield available for a given quality of security. As fiduciaries for you, we strive to obtain the most appropriate investment vehicles to meet you objectives, while being very conscious of total expenses and risk exposure.
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