Should I Self-Manage My Investments?

Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

https://advisors.vanguard.com/insights/article/IWE_ResPuttingAValueOnValue
A lot of people ask if they should be managing their own investments.

Well, the answer is “maybe.”

There are a few questions you should ask yourself before you venture into the world of investing.

Our own Ryan Ovenden, Wealth Advisor, here at Pinnacle Wealth dives into this common question. He gives you three quality standards to consider and an impression of Jeff Foxworthy

Ryan Ovenden is a non-registered associate of Cetera Advisor Networks LLC.

*******

Contact us for a complimentary consultation: https://www.pinnaclewealth.com/#contact

*******

FOR MORE VIDEOS LIKE THIS, PLEASE SUBSCRIBE: https://www.youtube.com/channel/UCndhK4pEl35_4UkhkntGhDQ/?sub_confirmation=1

Discover “True Wealth”: https://www.pinnaclewealth.com

Connect on Facebook: https://www.facebook.com/PinnacleWealthSD

Connect on LinkedIn: https://www.linkedin.com/company/pinnacle-wealth-management—sd/

********

COMPLEMENTARY RESOURCES:

Take our retirement ready quiz: https://www.pinnaclewealth.com/retirement-planning-quiz/

Do you know your risk profile?  Learn more: ​​https://www.pinnaclewealth.com/#survey-section

ROTH IRA vs. Traditional IRA quiz: https://www.pinnaclewealth.com/calculator-roth-ira-traditional-ira/

********

Pinnacle Wealth is a Sioux Falls, SD based full service wealth management firm focusing on comprehensive financial planning and the utilization of all financial tools at our disposal to work in concert toward pursuing your goals.

But we feel the more important question to ask is “Why do we offer these financial tools?” rather than “What financial tools do we offer?”

We seek to reduce your financial distractions by taking care of the painstaking details, freeing you to relax, live confidently, and enjoy life. Every financial process or strategy we consider or implement should answer your questions, raise your financial awareness or reduce the number of surprises you experience. To succeed we must carefully listen and understand your financial goals, concerns and even fears and provide potential solutions.

S&P 500 – A capitalization-weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.

All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful. Additional risks are associated with international investing, such as currency fluctuations, political and economic stability, and differences in accounting standards. A diversified portfolio does not assure a profit or protect against loss in a declining market.

Exchange-traded funds are sold only by prospectus. Please consider the investment objectives, risks, charges and expenses carefully before investing. The prospectus contains this and other information about the investment company, and can be obtained from your financial professional at (605) 271-6023 or 612 E Tan TarA Cir STE 100, Sioux Falls, SD 57108. Be sure to read the prospectus carefully before deciding whether to invest.

Share:
facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.
Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

RECENT POSTS

Markets, Policy & Elections

You probably have questions on how the markets will be affected by the midterm elections. Will you feel policy changes in your wallet?   

Which tax-efficient giving strategy is right for me?

Watch Carson Group’s Senior Wealth Planner Ryan Yamada’s informational webinar that can help you discover which giving strategy you should pursue for tax efficiency.  

6 Ways to “Celebrate” Financial Planning Month (October)

The month of October is National Financial Planning month! Are you celebrating?  We sure are! Entering the final quarter of the year is a great time to pull back and take a high-level look at your financial picture.  Effective planning is the path to freedom.

Q4 2022: Quarterly Market Outlook

Wondering what Q4 might bring? Watch Carson Group’s Chief Market Strategist Ryan Detrick’s Quarterly Market Outlook webinar for Q4, now available for viewing on-demand.   
1 2 3 32 33 34

Get in Touch

In just 15 minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Schedule a Consultation