Investing Forever Advisory

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October 15, 2019April 28, 2020

Where should you turn to for advice?

Seeking Advice 101 (Part 1)

Key Points

The financial services industry is broad and varied, so it behooves consumers to have a grounded understanding of how the industry works and how it is compensated.
Commissions have the potential to create a conflict of interest between the seller and the buyer. Therefore, buyer beware!
When it comes to financial advice, a fee-only fiduciary can be invaluable.

Continue reading → Where should you turn to for advice?

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

August 13, 2019July 25, 2019

My Story (Part 1)

Key Points

Financial retirement is when you generate enough passive income to cover living expenses.
Through aggressive saving, you can financially retire sooner rather than later.
This is the foundation of a movement called FIRE, which breaks down to this: the more you save, the more quickly you can retire.

Continue reading → My Story (Part 1)

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

Trishul Patel is a Hummelstown, PA Fee-Only wealth advisor serving clients locally and across the country. Investing Forever Advisory provides project-based and ongoing financial planning and investment management solutions designed to help high-performance professionals obtain financial freedom sooner rather than later. Investing Forever Advisory serves clients as a fiduciary and never earns a commission of any kind.

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