subject: A Good Investment Manager In Kennesaw, Ga Has Customer Service As Top Priority [print this page] A Kennesaw Financial Advisor is an individual with sufficient experience and knowledge of the financial markets to give you professional advice on how to invest for the future. He will analyze your financial position and objectives and develop a plan that is ideal for your specific circumstances. Let's have a brief look at the factors he will take into consideration in the process.
He is going to ask you some necessary questions. The first one will probably be why you want to invest. He needs to know this since the advice he gives you will be heavily influenced by whether you want to build up capital to send your children to university or go on a world tour, or whether you want a regular monthly income for the rest of your life.
An important consideration is for what period you are able to invest the funds and whether you want all or part of it in a call deposit. If you're thirty you can obviously commit for a longer period than if you're sixty. If you have a regular income you can afford to put a larger part of your funds in a fixed deposit than if you don't.
Something else that's going to play an important role in your investment decisions, is the role played by inflation. A short-term investment, let's say five years, for a specific objective is less heavily influenced by inflation than a long-term investment. If you are investing your retirement funds and you hope to still be alive thirty years from now, you can't live off all the interest on your money. You need to re-invest part of it to make provision for rising prices.
Your advisor will also bear in mind whether you are investing for capital growth or a monthly pension. Investments with high capital growth will often carry with them a greater risk than those aiming at providing a regular income. When you are investing for your pension, you can't afford to invest in high risk investments.
Whatever your purposes with the investment, it's never wise to put all your eggs in one basket. With any investment, even a savings account, there is an element of risk. It's therefore a wise idea (this will no doubt be echoed by your advisor) to spread your risk. This is done by investing in a series of investment vehicles, including bonds, stocks, real estate and often a hedge fund or two.
Your Kennesaw financial advisor will discuss all the above choices with you. An off-the shelve plan might sometimes simply not be good enough if you have specialized needs. He might therefore in the end decide to recommend a tailor-made investment plan that has been designed specifically with your needs in mind.
