We are constantly working to expand our services to our clients. Last year we introduced nightly market updates around major market moves and expanded our TIPS (Taxes, Investments, Planning, Spending) newsletter. This year we’re introducing our quarterly update where we provide our insights on the market and how it impacts your investments.
For some, it may be difficult to understand how money works, how financial advisors make their money and, more importantly, how you’re going to get your money’s worth. That’s why we’re going to make it as clear and concise as possible, so that you can understand exactly what to expect from potential financial advisors.
Your timeframe has an enormous impact on the profitability and potential for investing in stocks. Short-term focused investors are more likely to experience losses.
What information matters most going forward, and what action items, if any, should I take to reposition my assets?
Putting money to work should follow a progression of priorities—needs, wants, wishes.