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Wealth Management » Investments

I don’t know what investment strategy I should follow!

investments_wmLet’s face it, investments are confusing. With all of the jargon in the investment industry, you are often more than a little lost. You don’t want to learn what all of the jargon means, and at the same time you feel like you have to if you're going to have an intelligent conversation with an investment advisor.

 

Investments should be a lot simpler.

Investments don’t have to be complicated. It’s really about trust. Trust in the advice that you’re getting and trust that the process being used is one that supports your goals.

Investment management starts with you. It starts by understanding what your needs are. Your portfolio and savings needs come from those needs. You’ll want to consider some of the following as you think about your investments:

  • What are your cash needs today and in the future?
  • Do you have to take unnecessary risks in search of higher
    returns?
  • What’s your time frame before you need your money?
  • Is there a reporting system you can actually understand?
  • What is your process if we’re not hitting our goals?

You might want your investment manager and investment companies to be different people.

If your investment manager spends lots of time with people like you, they might not have time to put together portfolios. What they do have time for is to decide who are the world class investment managers and put together strategies that help you get where you want to go. Your investment manager should translate investment jargon into English. You want to understand how your strategy works and how it's going to help you reach your goals.

Basics of Investment Management