Investment Strategies
Discover investment strategies for trusts and estate planning. Learn how to balance growth and protection for your family's wealth through diversified approa...
How do I choose investments for my revocable living trust?
Your revocable living trust can hold most types of investments including stocks, bonds, mutual funds, ETFs, and real estate. Many families start with diversified index funds or target-date funds for simplicity, then add individual stocks or sector funds based on their risk tolerance. Consider your timeline - younger families often choose growth-focused investments, while those nearing retirement may prefer income-generating assets like dividend stocks or bonds. The trust structure allows you to change investments as your needs evolve.
