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  3. February 2016

February 2016

Should You Have a Living Trust?

Submitted by Diligent Investors LLC on February 29th, 2016

A will is the foundation of your estate plan and it is essential if your financial affairs are to be settled in accordance with your wishes. If you die without a will, or “intestate” as the law refers to it, essentially the state becomes your executor and your property will be distributed according to its laws.

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Understanding Your True Risk Tolerance is Vital to Portfolio Performance

Submitted by Diligent Investors LLC on February 24th, 2016

As anyone would have expected, the extraordinary convergence of extreme stock market volatility, low interest rates, declining home values, diminished retirement savings accounts, and chronic economic sluggishness has taken a severe toll on the American psyche. For many investors, it may have forever altered the way in which risk is perceived and managed.

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Diligent Investors, LLC is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where Diligent Investors, LLC and its representatives are properly licensed or exempt from Licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Diligent Investors, LLC unless a client service agreement is in place.

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