We’ve all got one. A drawer full of all types of things: batteries, paperclips, old power cords, little bits of string. Things that, on their own, are useful, but together, make a mess.
It’s easy to let our investments accumulate the same way: a stock here, an IRA there. But soon enough, those investments may start to look like that drawer in the kitchen that we avoid opening up.
One study asked over 2,000 adults who they would turn to for general financial or money management guidance. The number one answer was a financial professional.
Keeping your investments with an advisor may help keep your portfolio balanced and more diversified. Developing a long-term relationship with an advisor and communicating with them regularly may help keep your financial goals from getting lost in the clutter. Make sure that your investment approach is carefully considered with the big picture in mind.
Call today and let’s talk about organizing that drawer!
This is meant for educational purposes only. It should not be considered investment advice, nor does it constitute a recommendation to take a particular course of action. Please consult with a financial professional regarding your personal situation prior to making any financial related decisions. (05/21)