Basic Investing Concepts Asheville NC

Even in the current market in Asheville downturn there are some basic planning concepts that you need to follow. Whenever you buy an investment, it’s a good idea to think about how long you want to own it. This is called your investment time horizon. Are you hoping to make a quick profit so you can take a nice vacation this summer? Or are you investing for retirement, which may be 20 or 30 years away? The longer your time horizon, the more volatility (price change) you can tolerate.

Thomas G. Komara (RFC®), CHFC, CLU
(828) 393-0215
101-B Chadqick Square Ct
Hendersonville, NC
Company
Komara Financial Concepts
Qualifications
Education: BA Gannon University
Years of Experience: 31
Membership
IARFC, SFSP, NAIFA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Medicaid Planning, Stocks and Bonds, Mutual Funds, Mortgage Loans, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, BuySell, Compensation Plans

Data Provided by:
Edward Jones
(888) 891-1467
1020 Merrimon Ave # 101
Asheville, NC

Data Provided by:
John C. Watson (RFC®), CHFC, CLU
(336) 379-8207
3816 North Elm Street
Greensboro, NC
Company
Lawson & Watson, LLC
Qualifications
Years of Experience: 33
Membership
IARFC, MDRT, AALU, SFSP, NAIFA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Executive Compensation Planning, Retirement Planning, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Asset Protection, Compensation Plans

Data Provided by:
Mr. Harvey R. Alter (RFC®), CEP, CSA, MBA
(973) 265-2862
117 Shenandoah River Dr
Hertford, NC
Qualifications
Education: mba
Years of Experience: 33
Membership
IARFC, NICEP
Services
Invoice, Estate Planning, Business Planning, Pension Planning, Executive Compensation Planning, Retirement Planning, Medicaid Planning, Tax Planning, Employee Benefits, Family Offices, Stocks and Bonds, Mutual Funds, Mortgage Loans, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, Asset Protection, BuySell, LiabCover, Compensation Plans

Data Provided by:
Mr. Nelson M. Kelly (RFC®), CHFC, CLU
(919) 270-2553
3737 Glenwood Ave
Raleigh, NC
Company
Winthrop Capital Management
Qualifications
Education: B.S., University of Tennessee -- Economics/BusinessCLU, ChFC, RFC
Years of Experience: 26
Membership
IARFC, SFSP
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Trustee Service, Pension Planning, Executive Compensation Planning, Retirement Planning, Tax Planning, Employee Benefits, Family Offices, Stocks and Bonds, Mutual Funds, Mortgage Loans, Precious Metals, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Group Insurance, Charitable Planning, Charitable Foundations, BuySell, Compensation Plans

Data Provided by:
Morgan Stanley
(888) 818-4443
36 Montford Ave Ste 301
Asheville, NC
 
Mr. James D. Stillman (RFC®), CSA
(704) 660-0214
119F Poplar Pointe Dr
Mooresville, NC
Company
JDS Wealth Management Corp
Qualifications
Education: Licenses held are:Life & Annuity, Medicare Supplement / Long Term Care, Series 65 Registered Investment Advisor, Registered Financial Consultant (RFC), Certified Senior Advisor
Years of Experience: 13
Membership
IARFC, MDRT, FPA, SCSA
Services
Invoice, Estate Planning, Portfolio Management, Pension Planning, Retirement Planning, Medicaid Planning, Tax Planning, Seminars Work, Stocks and Bonds, Mutual Funds, CommOptions, Precious Metals, CD Banking, Annuities, Life Insurance, Long Term Care Insurance, Charitable Planning, Healthcare Accounts, Asset Protection, Compensation Plans

Data Provided by:
Mr. Harvey Stephen Bailey (RFC®), CEP, CSA, LUTCF
(704) 563-6844
125 Floyd Smith Drive, Suite 250
Charlotte, NC
Company
HB Financial Resources, LTD
Qualifications
Education: Attended Embry Riddle Aeronautical University,Graduated from Southwood College. Was Financial services instructor for three years at Central Piedmont College.
Years of Experience: 37
Membership
IARFC, MDRT, NAPFA, NAIFA, NICEP
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Trustee Service, Pension Planning, Executive Compensation Planning, personal Coach, Retirement Planning, Medicaid Planning, Tax Planning, Tax Returns, Seminars Work, Employee Benefits, Family Offices, Stocks and Bonds, Mutual Funds, Mortgage Loans, Collectable Coins , CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Business Coach, Charitable Planning, Healthcare Accounts, Charitable F

Data Provided by:
Mr. William A. Harmon (RFC®), CFP, RFP
(919) 968-1177
2210 Holly Circle
Chapel Hill, NC
Company
Vita Planning
Qualifications
Years of Experience: 28
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Tax Planning, Employee Benefits, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Charitable Planning, Education Plan, Compensation Plans

Data Provided by:
Mr. Richard L. Pugh (RFC®), CFP, MBA
(910) 455-6400
824 Gum Branch Rd., Suite I
Jacksonville, NC
Company
Pugh & Associates Inc.
Qualifications
Education: MA Business Administration
Years of Experience: 16
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Medicaid Planning, Tax Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Data Provided by:

Basic Investing Concepts

Even in the current market downturn there are some basic planning concepts that you need to follow. Whenever you buy an investment, it’s a good idea to think about how long you want to own it. This is called your investment time horizon. Are you hoping to make a quick profit so you can take a nice vacation this summer? Or are you investing for retirement, which may be 20 or 30 years away? The longer your time horizon, the more volatility (price change) you can tolerate. Sink the vacation money into a volatile stock fund and you may end up staying home this summer. But put your retirement money into the same fund, and you could wind up with a nice-sized nest egg — as long as you don’t mind seeing its value go up and down between now and then.

Another thing to think about is how this new investment will fit with the investments you already own. If you hold one financial services stock, you may not want to buy another one, in case all financial services stocks head south. But you can hedge your Internet bet by buying a food stock, or even a bond. This is called diversification, or not having all of your eggs in one basket.

Click here to read more from TheAdvice.com

Related Video

When Is it Right Time to Invest? (GoodFinancialCents.com)




nSphere provides links to videos hosted on other sites as a convenience to our users and does not control the content of the videos or any other graphic content outside of the nSphere network. nSphere is not responsible, in any way, for any information, advice, content or graphics found in any video linked to this site. All video usage is subject to the terms and conditions of the site upon which such content resides. Users are encouraged to review those conditions upon transferring from this site to any host site.