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Your Quick Guide to Investments & Portfolio Management

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You may believe that investment accounts and portfolios are only for rich people, but that’s not true. If you have a retirement account, you’re already investing your money inside of a portfolio. Investments are a great way for grow potential of wealth and improve your financial future. If you want to be confident during retirement or even build generational wealth, you have to learn how to invest money.

Investments and portfolio management can sound daunting to someone who isn’t a financial professional. But you can strive to build wealth with the help of our financial advisors. We’re here to guide you to the investments that match your goals and objectives. We can also make sure your investments fit seamlessly into your overall financial plan, even minimizing your taxes while seeking to build wealth.

How to Start Investing

Investing doesn’t have to be difficult. You don’t even need to understand the terms people on Wall Street use. You just need a valued financial advisor who can guide you to manage wealth sustainably and reliably. Many people start investing by setting up a retirement account. You can use an employer-sponsored plan or an IRA to contribute money towards your financial future.

Retirement accounts aren’t the only investment vehicles, although they offer some useful tax benefits. If you’re in a high tax bracket, maxing out your retirement contributions can be a good way to minimize your tax payments while saving for retirement. You can also set up a private investment account that seeks to growth wealth, especially after you’ve maxed out your retirement contributions.

<span style="font-weight: 400;" data-mce-style="font-weight: 400;">Benefits of Portfolio Management</span>

Your investment accounts shouldn’t be something you set up and forget about. While you and our financial advisors will take great care to pick the appropriate assets for your portfolio, there are always some stocks that perform below expectations. With proper portfolio management, you can maximize your investment returns. 

As your portfolio managers, we’ll analyze your asset performance and make recommendations accordingly. We also ensure that your portfolio is properly balanced with the suitable mix of assets within your risk tolerance limit. Finally, our portfolio managers reduce your investment risk by paying attention to the diversification* of your assets.

*There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Why You Need to Invest Money to Better Position Your Future

With inflation rising and savings rates at an all-time low, you’re losing money if you don’t invest it. Money in your savings account today will be worth less a year from now because of inflation. If you want to build a nest egg for your retirement, a good way for growth potential of real wealth is through investments.

FAQs about Investment Management

Is Investing Risky?

There is a risk involved with investing your money, but there’s also a risk in keeping your money in a savings account. High inflation rates mean your money loses value in your savings account. You can reduce your investment risk by working with a portfolio manager to keep your portfolio within your risk tolerance limit and well diversified. 

How Can I Minimize Risk?

There are many ways to manage investment risk. Certain investments, like bonds, offer lower returns but hardly any risk. By adding those to your investment portfolio, you can balance your investment risk. 

Diversification helps reduce risk across the board. It’s important not to put a considerable percentage of your assets in one type of company or industry. While there’s a chance those assets can take off, they might also lose value, resulting in a huge financial loss. Finally, you have to be patient. The stock market has ups and downs, but historically, it trends upward. 

What Should I Invest In?

The hot pick for stocks from today will be outdated tomorrow. A smart, future-oriented investor doesn’t look for specific stocks to buy. Instead, we use stringent criteria to pick investments that perform well. Without knowing your unique situation, goals, and risk tolerance, we can’t recommend specific investments. But we’re happy to talk to you in person during an appointment and offer advice tailored to your situation.

Call Us & Invest in Your Financial Future

 Your money in your savings account is losing value as you read this. We recommend that you don’t wait to invest in your financial future. You can strive to build real wealth one contribution at a time. Call us today and schedule an appointment.

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