• At Southbourne Group, we pursue a time-proven investment philosophy and focus on people’s needs.

  • The Blog

    November 29, 2017 · Business
    I find that the end of the year is always a good time to examine my investment portfolio and determine whether any changes need to be made. If some investments have performed well and distorted my asset allocation, it may be time to take some profits off the table and rebalance the portfolio....
    Everyone knows you cannot hang a shingle and announce that you have started a business. Launching a company involves research, planning, financing, and fulfilling legal requirements. Starting a business involves planning, making key financial decisions, and completing a series of legal activities...
    Soon-to-be retirees sometimes start to panic about increased market volatility in the months leading up to the end of their work lives. Here are a few tips on how to help steady your retirement investments from two financial planners. Investors have been shaking off periodic stock-market jolts...
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