There’s more to investing than might first appear on the surface. When you take a moment to consider the details ahead of time, your experience will be easier.
You’ll be surprised!
When you become an investor, you need to make sure you have the same philosophy as the professional adviser you are choosing. In order to make a successful selection, during the initial “courtship” you will need to confirm that the adviser is available to speak with you whenever you desire.
Once you’ve hired a professional you’ll want to know that the adviser will take your calls (or return them promptly). And you will want to be assured that the RIA will answer any and all of your questions in a clear and concise manner.
It’s important that you, the investor, understand your investments and are able to talk about them confidently and intelligently. For example, you should be able to say to your family and friends, “My adviser has me in a portfolio of different stocks. I have technology, energy, social media, coffee/tea, etc., and this is why….”
Is stock investing right for you?
If you can’t recollect clearly and immediately what your money is doing at that moment and have a clear picture of where it’s going in the future, you’re with the wrong adviser!
Over time I have heard and had to deal with situations where the investors never understood what they had, or the adviser became unavailable to speak with them, or they were unsure if they had even made any money.
Remember, it is YOUR money and you should never invest (i.e., hand over your money) and then just walk away.
Investing should be fun
With the right adviser, you will learn much along the way and understand more than you may have imagined you could. Working with your RIA, you will become well-informed about the process. Your adviser should not only be knowledgeable in regards to investing, but should be willing to give additional advice by providing other connections for you in order to further your business or accomplish your dreams.
It’s called networking: professionals connecting with other professionals, thereby fostering a growth-oriented environment of shared knowledge. In this way, an adviser will guide clientele towards like-minded individuals, and make life not only easier but more enjoyable.
Find out what other details you may be missing.
Call today to arrange a face-to-face introduction to the rest of your life by way of long-term investing backed by personal knowledge and control of your accounts!
Let’s have a conversation
Let’s get together, face to face. I will help you experience — and understand — how your money will grow in the world of long-term investments. Let me show you how much fun it can be! Call me, Vicki L Wille, today at 702-878-9562.
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