What Your Financial Advisor Won’t Tell You
Here are three things your financial advisor won’t tell you.
Market Timing is Inevitable
As much as we hate to admit it, as goal-based investors, we are market timers. There’s a point at which you need your money, and if it’s not there because of a mistimed market drawdown, why did you save all those years?
Timing the market is often seen as a risky endeavor, but the reality is that everyone does it to some extent. The key is to have a strategy that aligns with your financial goals and timelines.
Sometimes, Gambling is Rational
Believe it or not, it’s actually rational to gamble sometimes. I know it sounds crazy, but I’ve proven it with real math! Now, it’s not rational to gamble everything all the time, and I’m not suggesting you put your entire investment portfolio into one high-risk venture.
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However, depending on your goals, some allocation to high-volatility investments might make sense. It’s about balancing risk and reward in a way that suits your individual circumstances.
Many Advisors Do the Bare Minimum
Unfortunately, most advisors don’t do much. You might get a call every six months and a sit-down once a year. But when it comes to actually managing your investments, they rebalance and call it a day. I believe your financial advisor needs to earn their fee.
We strive to get to know you so well that we can use our expert eyes to determine what you need to manage both your upside and downside risk in light of your goals.
Conclusion
Your financial journey is unique, and you deserve an advisor who understands that. We want to help you achieve your dreams by working out all the details. Your job is to dream big, and our job is to make those dreams a reality. Let’s work together to ensure your financial strategy is as dynamic and personalized as your aspirations.
This document is a general communication being provided for informational purposes only. It is educational in nature and not designed to be taken as advice or a recommendation for any specific investment product, strategy, plan feature or other purpose in any jurisdiction, nor is it a commitment from Directional Advisors to participate in any of the transactions mentioned herein. Any examples used are generic, hypothetical and for illustration purposes only. This material does not contain sufficient information to support an investment decision and it should not be relied upon by you in evaluating the merits of investing in any securities or products. In addition, users should make an independent assessment of the legal, regulatory, tax, credit, and accounting implications and determine, together with their own financial professionals, if any investment mentioned herein is believed to be appropriate to their personal goals. Investors should ensure that they obtain all available relevant information before making any investment. Any forecasts, figures, opinions or investment techniques and strategies set out are for information purposes only, based on certain assumptions and current market conditions and are subject to change without prior notice. All information presented herein is considered to be accurate at the time of production, but no warranty of accuracy is given and no liability in respect of any error or omission is accepted. It should be noted that investment involves risks, the value of investments and the income from them may fluctuate in accordance with market conditions and taxation agreements and investors may not get back the full amount invested. Both past performance and yields are not reliable indicators of current and future results.