Call Us CALL | 800 748 5306 Ext 201, Direct 289 338 0543
mortgages Mortgages

Save thousands with the right morgage!

Read More
life insurance Life Insurance

Understand why life insurance is important. Term or Whole Life anyone?

Read More
SavingSaving

Learn how to save more

Read More
Invest Invest

Learn how to achieve 8% to 20% returns

Read More
Retirement Retirement Services

Retirement Mortgage, Investment & Insurance Services

Read More
Debt Consolidation Debt Consolidation Services

Become debt free by consolidating learn how.

Read More

Invest-How to Invest?

Are you getting 8 to 20% returns?

Decide if you're a saver or investor, or both? Savers do not invest!

Risk and Risk Tolerance Questions to consider before starting

  • How much risk can you handle psychologically? How do you feel about loosing money?
  • How much risk can you afford financially? Can you afford to loose money?
  • How much risk do you need to get the growth or income you want?
  • How much risk should you take?
  • Are you willing to lose your capital?
  • Are you willing to have the capital value of your investment go positive and negative?
  • Are you focused on capital preservation, income, or capital growth?
  • Do you need access to the capital (do you need liquidity)?
  • What time frames are you looking to stay invested
  • Classical Portfolio Theory-should you follow asset allocation plans?
  • Asset Diversification and Asset Class
  • How long do you plan to be invested?
  • You should never take more risk than you can afford to loose

Selecting Your Investments

There are many excellent investing websites that explain how to do this. If demand necessitates we will develop a fully formed investment section.

Our view is that if you can get the results you are looking for then invest in those vehicles that you understand. Don`t forget the risk reward ratio. The higher the risk the higher the eventual returns should be.

 

Facebook
Twitter
LinkedIn
Google+
Carriers
Carriers
Carriers
Carriers
Carriers
Carriers
Carriers
© Copyright. All rights reserved.
Powered by Insurance Website Builder