|
ProActiveFinancialPlanning.com |
||
|
The Financial Planning Center Comprehensive Financial Planning
|
||
|
How to Manage Your Investment Risk |
Why Can Investing Through a Bank or Other Savings Institution be a Poor Investment Decision?
|
Common Investment Mistakes or Poor Investment Decisions?
Diversification vs. Asset Allocation-Managing Investment Risk Hope for the Best but Plan for the Worst Summary |
If you are investing with a savings institution, you are probably not
getting the quality management you deserve.
Quality management begins with properly assessing your
financial goals, objectives and risk tolerance.
After which, a strategically diversified portfolio should be
constructed unique to you and appropriate for current market
conditions. As the
economic environment changes as well as your financial goals,
objectives, and risk tolerance, your portfolio should be reviewed and
adjusted to reflect such changes.
If changes are not being made or at least suggested, chances
are you have someone managing your financial future that is
inexperienced or simply lacks the appropriate knowledge.
In general, banks fall short of providing quality management. Personal, licensed financial advisors are seldom provided, customer’s needs are not adequately assessed, and properly diversified portfolios are not constructed to fit their customer’s unique needs. In many cases, customers are slapped into a fund and forgotten. When was the last time you received a call from your bank attempting to minimize your financial risk or to increase your tax efficiency? Always question the ability of the person responsible for helping you make investment decisions.
This module is available by email in a seven-page, printable version upon request. Contact ProActive Financial Planning to Request. |
|
|
If You Desire More Time to Pursue Life's Pleasures, Find Out How a Certified Financial Planner Can Help.
Click Here for more information on financial planning and The Financial Planning Center
Contact: ProActive Financial Planning
| HOME | SITE MAP | MUTUAL FUND CENTER | IRA CENTER | EDUCATION CENTER | BOND CENTER || FINANCIAL PLANNING CENTER |
|
||
DISCLAIMER
The www.open-ira.com and ProActiveFinancialPlanning.com websites is for information, education, and entertainment purposes only. This is not a solicitation or offer to purchase or sell any security. This information is not intended to be used as the primary basis for investment decisions, nor should it be construed as advice designed to meet the particular needs of an individual investor. You alone will need to evaluate the merits and risks associated with the educational material provided. Decisions you make based on information contained in this web site are your sole responsibility. Mutual funds involve risks and investment returns and principal value will fluctuate so that when shares are redeemed, they may be worth more or less than original cost. Performance of classes will differ. Before investing in any mutual fund, be sure to request a mutual fund prospectus from the mutual fund company. The prospectus contains important information, including information on fees and expenses. Read it carefully before investing. Past performance is not a guarantee of future results. None of the information provided on this web site should be construed as tax advice. You are advised to consult your own tax professional regarding the tax consequences of your financial planning strategy, IRA strategy, investment activities, and all other tax related issues. Use of hyperlinks to other internet resources is entirely at your own risk. The fact that such links may exist does not indicate approval or endorsement of any material contained on any linked site. The information and opinions obtained from other sources and services are considered to be reliable but we do not guarantee its accuracy. Information from other linked sites is independent of ProActive Financial Planning or any other party affiliated with this website. In no event shall ProActive Financial Planning or any other party affiliated with this website be liable for any damages, including without limitation direct or indirect, special, incidental, or consequential damages, losses or expenses arising in connection with this site or the use thereof or inability to use by any party, or in connection with any failure of performance, error omission interruption, defect, delay in operation or transmission, computer virus online or system failure, even if ProActive Financial Planning or representatives thereof are advised of the possibility of such damages, losses or expenses.
Trademarks, Copyrights, and Other Proprietary Rights
All content, information, and images available through the www.open-ira.com and www.proactivefinancialplanning websites are the property of ProActive Financial Planning and are protected by copyrights, trademarks, service marks, patents and other proprietary rights and laws. You may not copy, republish, redistribute, transmit, alter, edit, or exploit in any manner for any purpose content and information in, or derived from, this web site, without the expressed written permission from ProActive Financial Planning.