{"id":421,"date":"2021-05-19T19:01:59","date_gmt":"2021-05-19T19:01:59","guid":{"rendered":"https:\/\/rswealthmanagement.com\/wordpress\/?page_id=421"},"modified":"2026-04-09T19:15:28","modified_gmt":"2026-04-09T19:15:28","slug":"methodology","status":"publish","type":"page","link":"https:\/\/rswealthmanagement.com\/index.php\/methodology\/","title":{"rendered":"Investment Methodology"},"content":{"rendered":"\n<div class=\"wp-block-cover is-light\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"683\" class=\"wp-block-cover__image-background wp-image-586 size-large\" alt=\"\" src=\"https:\/\/rswealthmanagement.com\/wordpress\/wp-content\/uploads\/2026\/01\/AdobeStock_178921960-1024x683.jpeg\" data-object-fit=\"cover\" srcset=\"https:\/\/rswealthmanagement.com\/wp-content\/uploads\/2026\/01\/AdobeStock_178921960-1024x683.jpeg 1024w, https:\/\/rswealthmanagement.com\/wp-content\/uploads\/2026\/01\/AdobeStock_178921960-300x200.jpeg 300w, https:\/\/rswealthmanagement.com\/wp-content\/uploads\/2026\/01\/AdobeStock_178921960-768x512.jpeg 768w, https:\/\/rswealthmanagement.com\/wp-content\/uploads\/2026\/01\/AdobeStock_178921960-1536x1025.jpeg 1536w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><span aria-hidden=\"true\" class=\"wp-block-cover__background has-background-dim-0 has-background-dim\" style=\"background-color:#919190\"><\/span><div class=\"wp-block-cover__inner-container is-layout-constrained wp-block-cover-is-layout-constrained\">\n<p class=\"has-text-align-left has-ast-global-color-4-color has-text-color has-link-color has-large-font-size wp-elements-1a9ed6119708696a7cfae41be4e40252\">Investment Methodology<\/p>\n<\/div><\/div>\n\n\n\n<p>At RS Wealth Management, our investment methodology incorporates four principles that we consider to be crucial to the success of any investment strategy \u2013 asset allocation, diversification, periodic rebalancing, and risk management.<\/p>\n\n\n\n<p>We use professionally managed equity portfolios intended to provide capital appreciation and fixed income securities to help provide income and balance.<\/p>\n\n\n\n<p>Market risk is managed through asset allocation and security risk is managed through diversification. We advocate periodic rebalancing to help reduce portfolio volatility. Finally, we utilize a market valuation model to help determine when tactical allocation adjustments are necessary.<\/p>\n\n\n\n<p>While future performance is not guaranteed, by varying your investments, diversification, asset allocation, and periodic rebalancing attempt to minimize the effects a decline in a single holding may have on your entire portfolio.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>At RS Wealth Management, our investment methodology incorporates four principles that we consider to be crucial to the success of [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"disabled","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"class_list":["post-421","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/rswealthmanagement.com\/index.php\/wp-json\/wp\/v2\/pages\/421","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/rswealthmanagement.com\/index.php\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/rswealthmanagement.com\/index.php\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/rswealthmanagement.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/rswealthmanagement.com\/index.php\/wp-json\/wp\/v2\/comments?post=421"}],"version-history":[{"count":6,"href":"https:\/\/rswealthmanagement.com\/index.php\/wp-json\/wp\/v2\/pages\/421\/revisions"}],"predecessor-version":[{"id":607,"href":"https:\/\/rswealthmanagement.com\/index.php\/wp-json\/wp\/v2\/pages\/421\/revisions\/607"}],"wp:attachment":[{"href":"https:\/\/rswealthmanagement.com\/index.php\/wp-json\/wp\/v2\/media?parent=421"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}