Risk – Investing Forever Advisory

April 17, 2020April 29, 2020

Coronavirus: What Do We Know Now?

COVID-19: A Global Disaster Like No Other (Part 1)

Key Points

The CARES Act represents unprecedented stimulus spending on behalf of the U.S. Government. Act now, supplies are limited.
The curve is not yet flat, but it is flattening.
There is hope, and the stock market has already rebounded over 25% from its low this year. Even so, we’re not out of the woods just yet.

Continue reading → Coronavirus: What Do We Know Now?

September 17, 2019December 12, 2019

1.5 Percent Is A Rounding Error, Right?

The World’s Most Expensive Hobby (Part 4)

Key Points

Households directly hold a significant percentage of stocks, close to 40% of the U.S. equity market.
But the average household gives up about 1.5% a year in performance through unproductive trading.
Such underperformance can lead to substantial differences over an investment lifetime.

Continue reading → 1.5 Percent Is A Rounding Error, Right?

August 27, 2019September 4, 2019

The Three Key Benefits of Sound Investment Management Advice

Key Points

A financial advisor can help with crafting an investment plan that is suited to your goals, needs, and risk tolerance.
A Strategic Model Portfolio can then be implemented to meet your investment objectives.
Sound investment management that includes Portfolio Construction, Wealth Management, and Behavioral Coaching can provide tangible long-term benefit.

Continue reading → The Three Key Benefits of Sound Investment Management Advice

June 18, 2019July 31, 2019

Short-Term Cash: Don’t Leave Money On the Table

Key Points

Traditional advice is to never invest short-term savings.
But investing a small portion of these savings may provide households with a tangible benefit.
Over an investment lifetime, adhering to the status quo can lead to a significant drag on an investor’s overall long-term wealth.

Continue reading → Short-Term Cash: Don’t Leave Money On the Table

May 21, 2019June 3, 2019

Don’t Hold Your Breath (Part 1)

Key Points

Taxes are here to stay, but the level of taxation is sure to change over time.
In the U.S., taxes account for about 25% of GDP, which is lower than most of the 35 OECD countries, which averages 33%.
There are tangible benefits to higher tax rates, according to research.

Continue reading → Don’t Hold Your Breath (Part 1)

Investing Forever

Trishul Patel, CFP®, MBA is a 100% virtual, fee-only financial planner serving clients locally in West Palm Beach, Florida, and across the country. Investing Forever Advisory provides ongoing financial planning and investment management solutions designed to help high-performance professionals obtain financial security and freedom sooner rather than later. As a fee-only, fiduciary, and independent financial advisor, Trishul Patel, CFP®, MBA is never paid a commission of any kind and has a legal obligation to provide unbiased and trustworthy financial advice.

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