Market Updates

What is a growth stock?

August 02, 2023
Growth stocks are shares of companies that are expected to experience above-average growth in their earnings and revenue, as compared to the market average. These companies typically reinvest their earnings back into the business to fund their exp…

What’s my risk tolerance?

July 26, 2023
Determining your risk tolerance is an essential step in creating an appropriate investment strategy.  Here are a few considerations to help you assess your risk tolerance: Time Horizon: How long you can expect to leave the funds invested. General…

How is a portfolio’s performance measured?

July 21, 2023
The performance of a portfolio is typically looked at in terms of two types of measures:  absolute and relative measures. Absolute measures are metrics that assess the portfolio’s performance in absolute terms.  Examples include the total return, …

How often should my advisor rebalance my portfolio?

July 12, 2023
The frequency at which your advisor rebalances your portfolio will depend on several factors that are specific to you, such as your investment goals, your risk tolerance, and the current market conditions. However, as a general guideline, many fin…

Retirement Planning: Tips and Pitfalls

June 28, 2023
  Retirement planning is an essential process to ensure that you have enough money to support yourself during your retirement years. Here are some mistakes people tend to make when planning for retirement: One of the biggest mistakes people …

What investments are usually the least volatile?

June 21, 2023
Volatility is the rate at which the price of a stock increases or decreases over a particular period. Higher stock price volatility often means higher risk and helps an investor to estimate the fluctuations that may happen in the future. Investmen…

What are the benefits of having an estate plan?

June 14, 2023
What are the Benefits of an Estate Plan?Have you ever wondered if you need an estate plan? Read on to gain an understanding of the benefits an estate plan can provide. First and foremost an estate plan gives you of control of the distribution of…

What are the benefits of a Roth IRA?

June 07, 2023
A Roth IRA (Individual Retirement Account) is a type of retirement account that offers several benefits. First among the benefits is the fact that a Roth allows for tax-free withdrawals. Unlike traditional IRAs, contributions to Roth IRAs are made…

Is your Financial Advisor a Fiduciary?

May 31, 2023
A fiduciary financial advisor is a professional who has a legal and ethical obligation to act in their clients’ best interests. They must prioritize the clients’ interests over their own when providing advice and recommendations. Here are some thi…
Disclaimer: “Sara-Bay Financial Corp. is registered as an investment advisor with the SEC. All information contained herein is for informational purposes only and does not constitute a solicitation for investment advisory serves or an offer to buy or sell securities. Registration does not imply a certain level of skill or training. If you are interested in our services, please see our Disclosure Brochure (Part II of the form ADV); which provides detailed information about Sara-Bay Financial Corp. and inherent risks that may be associated with our advisory services.

Copyright © 2024 Sara-Bay Financial. All Rights Reserved.