Investing for the long-term: _ when the market is .
Kristi, a Senior Wealth __, talks about investment planning _ the COVID19 pandemic.
What is an Investment and why you need .
__
Kristi Metzger, Wealth Advisor
January 31, 2020
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If you’re like most _, you probably plan in _ for big things like _ vacations, purchasing a home __ car and you might _ plan for the little _ like meals and your __. So why not apply _ same attention to the forgotten but important task __ investing your money. When _ it’s important to utilize _ well-planned strategy to improve _ chances of reaching your .
Think of an investment as the game plan __ your portfolio. Creating a __ investment strategy will allow to better understand how _ investments may perform and you to consider whether __ not a certain opportunity _ with your goals.
At Great Western Bank __ offer a Second Look __ for prospects or clients __ analyze their current investment _ to see how it to ours. Some things _ we look at include:
- Are you properly diversified?
- Are you taking too _ risk?
- Are you in the investment strategy?
- How are taxes affecting _ overall portfolio?
- Are you being charged _ than you thought you _?
As we review your _ we will make recommendations _ may significantly impact your __ investment strategy. We would _ the opportunity to help analyze your portfolio. We customize a plan that __ built just for you!
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