Simplify Your Investments

Today we’re continuing our season about Simplifying Everything and talking specifically about simplifying your investments. We certainly see a lot of complexity here when clients come to us.

Absolutely we do. And while not everyone has a super-simple situation – sometimes complexity happens by accident – in almost every case, there’s a level of simplification that can be achieved, and usually quite easily and quickly.

Everything you need to KNOW

1. Complexity comes about for all kinds of reasons
2. Objection: What about FSCS limits?
3. Objection: What about diversification?
4. Objection: What about timing?

Everything you need to DO

1. Clarify your goals for investing
2. Design the ideal
3. Assess your current holdings and plan a path from A to B
4. Watch for pitfalls

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