Keeping Up With Industry Trends

Market Updates, All Thomas Carroll Market Updates, All Thomas Carroll

Portfolio Strategy: Investing for the Soon to be Retired

At Ballast Rock Capital we believe that each investor’s goals are unique, but that there are common strategies used in a customized mix to achieve these goals. It is standard advice that by diversifying one’s portfolio across liquidity and value creation methods, while accounting for leverage and taxability, one can lower the impact of market events, and best prepare to live comfortably through retirement.

Read More