Do you work with a financial advisor or buy investment products from a financial services company? Perhaps you buy BlackRock Funds or invest with Vanguard or Fidelity for your retirement? Or maybe you have an investment advisor at JPMorgan, Goldman Sachs, or Bank of America Merrill Lynch?
Investing is a powerful and magical tool for achieving financial wealth. Good investments can help you retire earlier and achieve financial freedom.
But, as your financial team shares the benefits of investing in stocks, bonds, hedge funds, private equity or ETFs, or Fintech, you want to be sure that you’re aligning your investments with your financial goals and with your risk profile -- not just helping your advisor’s bottom line.
You want to know the industry lingo.
You want to know investment products (including insurance) that may or may not fit your risk profile.
You want to know where the financial lines are drawn so you can stay safe from investing in financial products that might not be suitable for you.