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
- Complexity comes about for all kinds of reasons
- Objection: What about FSCS limits?
- Objection: What about diversification?
- Objection: What about timing?
Everything you need to DO
- Clarify your goals for investing
- Design the ideal
- Assess your current holdings and plan a path from A to B
- Watch for pitfalls
