Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk. It is based on the premise that the different asset classes have varying cycles of performanc
At The Gregory L. Schaffer Insurance Agency, Inc.we have numerous relationships with many carriers offering All Forms Of Insurance and instead of you going to 4-5 separate insurance agencies, we do your shopping for you.
Trust the sale of your largest investment to a firm that is not just a REALTOR but a trusted financial professional skilled in all areas of finance, one that you can count on to serve in your best interest.
Taxation & Accounting
Year 'round professional Income tax preparation for Individual, Partnership, Limited Liability Companies, Corporations, Trust, Estates and Gift Tax Returns, Consulting Services
At Schaffer Wealth Preservation & Capital Management, we are experts in the services we provide, this is critical as assets of estates go unattended many times which may lead to financial harm to the estate and beneficiaries.
According to widely used valuation metrics, the current stock market is more overvalued now than during most of the bull markets since 1900. However investors continue to maintain high exposures of risk to this very long bull market.