 |  |
| October 17, 2022
| Lorrie Garber Riggs, RIS, First Vice President|Wealth Management|Financial Advisor, Newtown PA
M. Bernadette Holland, CFP®, Senior Vice President|Wealth Management|Financial Advisor, Bethlehem PA
Julie Dellisant-Flugel, CFP® CDFA®, Wealth Management|Financial Advisor, Bethlehem PA
M. Amy Villani, First Vice President|Wealth Management|Financial Advisor, Bethlehem PA
|
Should I be investing more aggressively?
There's no way to know the answer to that without reviewing your individual circumstances and financial goals. However, if you are investing too conservatively, it can have a profound effect on your long-term financial security. How you should be investing depends on many factors, such as: 1) How able are you to tolerate risk? 2) How soon do you hope to achieve your financial goals? 3) How much will you need to save for important goals such as retirement? 4) What rate of return would you need to try to reach your goals? and 5) Is income, growth, or safety most important to you? Answers to these questions can help you determine whether it's a good idea for you to invest more aggressively. Remember that the first step toward having a sound financial plan is becoming more knowledgeable about investing basics and understanding how they apply to you. You don't have to become a financial expert to develop a solid investment plan. Even many highly paid executives are often uncertain when it comes to money questions. Don't hesitate to seek out help from an investment professional.
|
| | Janney Montgomery Scott LLC Financial Advisors are available to discuss all considerations and risks involved with various products and strategies presented. We will be happy to provide a prospectus, when available, and other information upon request. Janney Montgomery Scott LLC, its affiliates, and its employees are not in the business of providing tax, regulatory, accounting, or legal advice. These materials and any tax-related statements are not intended or written to be used, and cannot be used or relied upon, by any taxpayer for the purpose of avoiding tax penalties. Any such taxpayer should seek advice based on the taxpayer’s particular circumstances from an independent tax advisor.
Janney Montgomery Scott LLC is a member of the New York Stock Exchange, Financial Industry Regulatory Authority and the Securities Investor Protection Corporation.
For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.
| Prepared by Broadridge Advisor Solutions Copyright 2024. To opt-out of future emails, please click here. |
|
|
