TCI Wealth Advisors的动态

If our last post piqued your interest in investing, you might want to check out this article from our website. It's a couple of years old now, but still contains some good solid advice on how to avoid some common investing mistakes. Obviously, a good way to avoid mistakes is to speak to a good independent financial adviser... https://lnkd.in/eqQVTm9J

?? Can goals-based investing revolutionize your portfolio? The latest NWW edition is now available! Missed this Sunday's issue? No problem, you can read it here ?? https://lnkd.in/gn9kvZy8 ?? Or check out the key highlights and make sure to subscribe for FREE to join the #1 newsletter about financial education and wealth management! Subscribe for FREE here ?? https://lnkd.in/egJWvQuh What’s Inside: - Dive into Harry Markowitz's groundbreaking Modern Portfolio Theory.? - Explore the benefits of Goals-Based Investing. - Learn how to align your investments with your life goals for true financial freedom. #GreatWealthTransfer #AlternativeInvestments

Looking for the perfect investment? Many dream of high returns with zero risk, but that's just wishful thinking! Our latest blog, written by our Director of Financial Planning, Kimberly Baker, CFP?, will uncover the different risks involved in investments. #investmentrisk #investing #vancouverwa

In addition to ensuring your adviser has a process for determining how your money should be invested, certified financial planner Joey Casolaro at Highland Financial Advisors says, “You and your adviser need to set clear expectations on what the long-term target return is for your portfolio. You should ask questions like: ‘What is your investment management process? How do you determine how much of my portfolio should be allocated to stocks and bonds? https://lnkd.in/eSgsN3qC ?? ?

Curious about INVESTING? Our latest blog post shares valuable lessons and tips your COO learned from her grandpa that kickstarted her investing journey. Whether you’re new to investing, looking for inspiration, or need some clarity on the basics...head over to our full post for tips on building your financial portfolio and setting achievable goals! ?? ?? https://lnkd.in/gaQK6EkT

Wrapping up our series on brining order to your investing with part 3! Check out the final part of our series: "Bring Order to Your Investing Part 3: Time to Optimize"

In our latest article by Jonathan Theunissen, CFP?, he helps us understand the fascinating contrasts within the investing world. He explores why we should maintain a long-term perspective to achieve our goals. Read the full article here: https://lnkd.in/dF4Rnmjf Warren Ingram Theo Vorster #financialadvice #Investing

?????? ???? ?????? ???????? ?????? ?????????? ?????????????? ?????????????? ???????????? & ???????????????????? ?????? ????????????????? Well, saving is great for short-term goals, such as an upcoming holiday or a new car, while investing is a great way to grow your wealth over the long term. The key is to determine what kind of financial goals you have and then decide how much of your money should go towards saving and how much should go towards investing ???? If you're just starting out, prioritising saving over investing is a good idea. This will give you a financial cushion in case of an emergency or unexpected expense. Once you have a sufficient emergency fund, you can start to look into investing. Investing can be a great way to grow your wealth over the long term ?? Ultimately, the right balance between saving and investing will depend on your personal financial goals, risk tolerance, and the timeline for achieving your goals ? #financialeducation #longtermgoals #shorttermgoals *The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

?????? ???? ?????? ???????? ?????? ?????????? ?????????????? ?????????????? ???????????? & ???????????????????? ?????? ????????????????? Well, saving is great for short-term goals, such as an upcoming holiday or a new car, while investing is a great way to grow your wealth over the long term. The key is to determine what kind of financial goals you have and then decide how much of your money should go towards saving and how much should go towards investing ???? If you're just starting out, prioritising saving over investing is a good idea. This will give you a financial cushion in case of an emergency or unexpected expense. Once you have a sufficient emergency fund, you can start to look into investing. Investing can be a great way to grow your wealth over the long term ?? Ultimately, the right balance between saving and investing will depend on your personal financial goals, risk tolerance, and the timeline for achieving your goals ? #financialeducation #longtermgoals #shorttermgoals *The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.