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HOW CAN I PROTECT MY ASSETS NOW?


Protecting your assets (no matter what size) is important. Start by looking at your overall goals and budget to determine what you need to protect and preserve. As your assets start to grow and you begin planning your retirement, look at the level of risk that you're incurring through your investments. If you’re early in your career, your health and longevity are probably stable enough to ride out the market ups and downs. But as you approach retirement, you need to look at more stable investments and coverage for your family.

Investment Strategies

When it comes to building and protecting your investments, Wachovia has the expertise to help you make smart choices. Consider working with a Financial Advisor to make sure that your investment strategy is adjusted to meet your goals.

Wachovia has Financial Advisors in each branch to help answer your questions about investment strategies.

Locate a Financial Advisor at a Branch Near You

Risk Minimalization

When you’re trying to balance your growth and your level of risk, look at diversifying and allocating your investments. Simply put, you need to focus on spreading your investment choices across different industries. Investing in a variety of financial markets can offset the potential loss in one area. Be aware of how much you have in stocks, bonds, and mutual funds—rebalance your portfolio as your goals change.

Wachovia Savings Account Products

Wachovia Certificate of Deposit (CDs)

Article: Manage Risk in Your Portfolio


07/04
Securities and Insurance Products: Not Insured by FDIC or any Federal Government Agency; May Lose Value; Not a Deposit of or Guaranteed by a Bank or any Bank Affiliate

Wachovia Securities is the trade name used by two separate, registered broker-dealers and non-bank affiliates of Wachovia Corporation providing certain retail securities brokerage services: Wachovia Securities, LLC, Member NYSE/SIPC, and Wachovia Securities Financial Network, LLC, Member FINRA /SIPC.

Insurance and annuity products are offered through non-bank affiliates of Wachovia Corporation and are underwritten by unaffiliated insurance companies.

Only deposit products are FDIC-insured.