Basic Investing Concepts Charlotte NC

Even in the current market in Charlotte 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.

Mr. Gregory A. Eaddy (RFC®), MBA
(704) 465-9310
8334 Pineville Matthews Rd
Charlotte, NC
Company
Questar Capital
Qualifications
Education: MBA from University of South Carolina. Bachelors Degree from UNC-Greensboro
Years of Experience: 9
Membership
IARFC
Services
Invoice, Estate Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Medicaid Planning, Employee Benefits, Stocks and Bonds, Mutual Funds, Mortgage Loans, Precious Metals, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Education Plan, Healthcare Accounts, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Ms. Bunmi Ajao (RFC®), MBA
(704) 861-1427
2636 Tralee Dr
Gastonia, NC
Company
Apex Financial Services LLC
Qualifications
Education: Masters in Business Administration
Membership
IARFC
Services
Invoice, Business Planning, Executive Compensation Planning, Retirement Planning, Seminars Work, Employee Benefits, Family Offices, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Charitable Planning, Education Plan, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Morgan Stanley
(800) 676-6676
301 S Tryon Street Suite 1600
Charlotte, NC
 
Morgan Stanley
(800) 383-3554
16810 Kenton Drive, Suite 100
Huntersville, NC
 
Wells Fargo Advisors
(704) 442-6300
4525 Sharon Rd Suite 300
Charlotte, NC

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. James M. Robinson (RFC®), CSA
(704) 786-6282
5721A Monticello Dr
Concord, NC
Company
Retirement Asset Solutions, LLC
Qualifications
Education: College of William and Mary-BA-PsychologyEast Carolina Univ-Mid- East Area StubiesUS Army War College
Years of Experience: 10
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Retirement Planning, Seminars Work, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Long Term Care Insurance, Business Coach, Asset Protection, Compensation Plans

Data Provided by:
Morgan Stanley
(800) 786-0006
6805 Morrison Blvd, Suite 400
Charlotte, NC
 
Wells Fargo Advisors
(704) 343-4500
2333 Randolph Road
Charlotte, NC

Data Provided by:
Wells Fargo Advisors
(704) 552-7222
6000 Fairview Rd. Suite 800
Charlotte, NC

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.

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Related Video

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




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