Essence Wealth
650.996.0924
  • Home
  • About Us
  • Services
  • Contact
  • Blog

Must Read Financial Planning Questions - Investment Questions

12/2/2014

0 Comments

 
Picture
Investment Questions

Why should I invest? Do I have a purpose for my investment? Retirement? Kids' education? Saving for a house? Just simply grow my money to beat inflation? What is my goal? How long is my goal? When do I need this money? Do I need all of it or just part of it? Should I manage my own money? Do I have the time to watch the market every day? Do I know where opportunities are in the market today? Should I go international or domestic? Emerging markets or developed countries? Commodity or precious metal? Fixed Incomes or Equities? Large Cap or Small Cap? Or all of them? Do I have the resources and knowledge to manage my own money? Do I understand the market? What are preferred and common stocks? Mutual Funds? Bonds? Munis? ETFs? ETNs? MLPs? UITs? REITs? BDCs? LPs? DPPs? IULs? VULs? WLs? UMAs? SMAs? Alternative Investments? Private Equities? Hedge Funds? Partnerships? Options? What's the best for me? Do I need a broker or can I get all these on my own? Why do I want to invest in any of these? Are there tax advantages? What's tax harvesting? What is diversification? Am I diversified? Who's managing my money? How much fees am I paying my advisor to manage my money? How much fees am I paying in my 401k account at work? How much am I supposed to pay? How much risk can I take or do I want to take? Will it bother me a lot if I lost all of the money or part of the money? Will I be okay with a short-term loss for long-term gain? Are there strategies that can help me reduce risk? Are there any guarantees? Should I invest monthly? Quarterly? Annually? What's Active Management vs. Passive Management? Which style is better suited for me? Can I make money when the market is down? Up? Sideways? Where do the institutions invest their money? Can I get what they have? How are bond interests going to affect my investments? Should I purchase a rental property? Get your FREE investment analysis.


0 Comments

Your comment will be posted after it is approved.


Leave a Reply.

    RSS Feed

    Author

    I Help People Save, Grow, Protect, and Enjoy their Money!

    Archives

    January 2022
    July 2015
    December 2014
    November 2014
    September 2014

    Categories

    All
    401k
    Business Continuation
    Business Planning
    Buy-sell Agreement
    College Funding
    College Planning
    Defense Planning
    Defined Benefit
    Defined Contribution
    Disability Insurance
    Education Funding
    Estate Planning
    Estate Tax
    Financial Advice
    Financial Advisor
    Financial Planning
    Financial Protection
    Financing
    Health Insurance
    Insurance Planning
    Investing
    Investments
    Key-man Insurance
    Life
    Life Insurance
    Loan
    Long Term Care Insurance
    Mortgage
    Planning
    Real Estate
    Real Estate Investing
    Reduce Taxes
    Retirement Planning
    Risk
    Risk Management
    Risks
    Stock Market
    Strategic Financial Planning
    Success
    Succession Planning
    Taxes
    Tax Planning
    Tax Strategies

    RSS Feed

Site powered by Weebly. Managed by Bluehost