3 REASONS YOU NEED A TRUSTED ADVISOR FOR YOUR FINANCES
JUST BECAUSE YOU CAN DO IT ON YOUR OWN DOESN’T MEAN IT’S BEST
Technology in modern society is accelerating at a head- spinning rate. Everywhere you turn, there’s marketing automation, artificial intelligence, and even an app that can flush your toilet. The world of investing has latched on to technological advancements and, in the process, has placed asset management in the hands of the individual. Apps are popping up left and right that allow people to invest on their own, and while the freedom to do so is incredible, it begs the question of whether or not it’s best for the masses. Here are three reasons why you want a professional managing your wealth.
TRENDS
Assets are subject to an immense degree of volatility at all levels. Without proper market analysis, complete with a detailed breakdown of current and projected trends, your money can be subjected to avoidable losses. A money manager spends time studying the interaction of your wealth with these trends to maximize growth.
• 1 small loaf French bread, cut into 1-inch cubes (6 cups) • 3 tablespoons extra-virgin olive oil • 2 large tomatoes, cubed • 2 red bell peppers, seeded and cubed • 1/2 red onion, thinly sliced • 1 cucumber, sliced into rounds • 20 basil leaves, chopped LATE-SUMMER PANZANELLA INGREDIENTS
QUALIFICATION
In the same way that doctors and lawyers are required to have qualifications to do their jobs effectively, so do wealth managers. Designations aren’t meant to represent classist degradation to those who don’t possess them, but rather to protect investors. Would you want a doctor who didn’t go to medical school to operate on you?
ATTENTION
There are only so many hours in a day you can check your Robinhood or Fundrise app. An asset manager spends every day looking at your portfolio to ensure its trajectory is on path with your mission. By applying their knowledge and individual attention to your goals, your funds can potentially see a significantly better increase than if you had tried to do it on your own. Perhaps the biggest gain from a having a professional manage your money is peace of mind. We help people every day plan and sustain their futures. If you’re ready to stop trying to build wealth on your own and find a collaborative relationship committed to your goals, reach out to us today.
• Salt, to taste • Vinaigrette
DIRECTIONS
1. Place a large sauté pan over medium-low heat and add olive oil. Add bread and 1 teaspoon salt and toss often for 10 minutes or until toasted. 2. In a large bowl, mix vegetables and herbs. Toss in bread and your favorite vinaigrette and mix again. 3. Serve immediately or let sit 30 minutes to allow the flavors to meld together.
Inspired by Food Network
PATRIOT WEALTH | 919.322.4113 | P3
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