Basic Investing Concepts Hickory NC

Even in the current market in Hickory 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.

Wells Fargo Advisors
(828) 464-1151
110 S College Ave
Newton, NC

Data Provided by:
Mr. Raymond Wong (RFC®), PHD
(919) 928-0945
1829 E Franklin, Ste 600
Chapel Hill, NC
Company
Ameriprise Financial
Qualifications
Years of Experience: 16
Membership
IARFC
Services
Invoice, Estate Planning, Portfolio Management, Retirement Planning, Tax Planning, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Education Plan, Compensation Plans

Data Provided by:
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. Peter J. DArruda (RFC®), CSA
(919) 657-4201
1135 Kildaire Farm Rd Ste 200
Cary, NC
Company
Capital Financial Advisory Group, LLC
Qualifications
Education: UNC-Chapel Hill
Years of Experience: 19
Membership
IARFC, MDRT, NAIFA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, personal Coach, Retirement Planning, Tax Planning, Seminars Work, Employee Benefits, Family Offices, Stocks and Bonds, Mutual Funds, CommOptions, Collectable Coins , Precious Metals, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Business Coach, Charitable Planning, Education Plan, Charitable Foundations, Asset Protection, BuySell, C

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:
Wells Fargo Advisors
(828) 754-0222
214 Morganton Blvd
Lenoir, 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:
George H. Bode (RFC®), CEP, CFA
(919) 846-2633
8202 Lloyd Allyns Way
Raleigh, NC
Company
George H. Bode & Associates, LLC
Qualifications
Education: BA
Years of Experience: 29
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Executive Compensation Planning, Retirement Planning, Medicaid 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, BuySell, Compensation Plans

Data Provided by:
Charles E. Potter (RFC®), CHFC, CLU
(919) 383-7421
1816 Front Street #220
Durham, NC
Company
The Potter Financial Group
Qualifications
Education: BS in Marketing
Membership
IARFC, FPA, AALU
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Retirement Planning, Employee Benefits, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Education Plan, Healthcare Accounts, 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:
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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