BRAIN GAMES
SOLUTION
Financial Coaches Create New Opportunities
financial advisors? Here are questions to consider. Remember, verify, then trust.
As an investor, do you know your investment goals and risk tolerance? A financial coach can help you and your family create an investment strategy and methodology that aligns with your financial future and risk tolerance. We have talked a lot about this in our previous newsletters. While investing apps can be quick and convenient for trading activities, they aren’t necessarily aligned with your investment goals. Are online influencers vetted and qualified to provide investment advice and promote their “track record?” Stock picking and market timing are like predicting the future. And as stated during the American Dream Experience, “People can’t predict the future, and if they could, they wouldn’t tell you.”
• Are they a fiduciary? • Are they registered? • Are they creating social media pitches to buy cryptocurrencies?
• Is the financial advisor working with a third-party custodian? • Is there a promise or guarantee of extremely high returns on a monthly basis? • Can you receive GIPS® audited returns? • Do they have any fines or penalties with the SEC, FINRA, or bank regulators?
We host the American Dream Experience multiple times yearly, allowing investors to arm themselves with knowledge. It’s a free, two- day seminar of breakthrough financial training and education. Investors who participate can discover how to leverage the fundamental principles of long-term wealth creation — and tell the difference between Nobel Prize- winning investment strategies and gambling with their financial futures.
Instead, portfolios should be built based on academic investing principles, science, and data. The best way to ensure that happens is by working with a financial advisor. What should investors consider when looking at
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