How Can I Donate in the Most Efficient Way Possible?
Posted on September 14, 2020
Planning and Guidance, Tailored To Your Life and Goals
Posted on September 12, 2020
Many factors go into choosing an investment strategy. The first set of factors begins with you. Our disciplined discovery process is key to understanding the right investment strategy for your specific needs and objectives. Once we have your answers, we begin to think about the second set of factors involved in the overall health of the economy and the financial markets.
Here are questions we ask as we walk you through the investment planning process:
The initial discovery process has to be thorough, which is why top financial advisors include financial planning, not just investment management, as part of the services they provide. At Bradley Wealth, we believe every client needs a financial plan as the backbone of the process.
Creating a vision will help you see your course more clearly, establish a framework, and ultimately allow you to move closer to your goal.
Once we get to know our clients by walking them through the basics, we decide whether we need to create an asset allocation plan or simply determine where the funds fit within an established plan. To set your path, we ask ourselves:
Knowing the amount of risk you can handle is essential to achieving the right mix of stocks, bonds, and other investments for your investment portfolio. By combining factors specific to you and the economy, we are very comfortable in making asset allocation decisions.