Are you interested in seeing what your portfolio might be investing in that may conflict with your personal values? Dale Hubbert, AWMA®, explains our process to align Christian values with a value-based investment plan. https://lnkd.in/gDrd9v-f www.invresource.com
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𝑻𝒉𝒆 𝒊𝒎𝒑𝒐𝒓𝒕𝒂𝒏𝒄𝒆 𝒐𝒇 𝒍𝒐𝒏𝒈-𝒕𝒆𝒓𝒎 𝒊𝒏𝒗𝒆𝒔𝒕𝒎𝒆𝒏𝒕 𝒑𝒍𝒂𝒏𝒏𝒊𝒏𝒈 💡 The importance of long-term investment planning cannot be overstated, especially when considering the unpredictable nature of financial markets and the inevitability of economic cycles. Long-term investment planning is crucial for achieving financial stability, securing retirement, and realising personal and financial goals over time. So what do you know about 'The power of diversification' as part of a long-term strategy ⤵ #longtermfinancialplanning #diversification *The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives. The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.*
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Passionate about your financial wellbeing and planning for your future | Helping you make better decisions about your money | Principal, Ben Williams Financial Planning
𝑻𝒉𝒆 𝒊𝒎𝒑𝒐𝒓𝒕𝒂𝒏𝒄𝒆 𝒐𝒇 𝒍𝒐𝒏𝒈-𝒕𝒆𝒓𝒎 𝒊𝒏𝒗𝒆𝒔𝒕𝒎𝒆𝒏𝒕 𝒑𝒍𝒂𝒏𝒏𝒊𝒏𝒈 💡 The importance of long-term investment planning cannot be overstated, especially when considering the unpredictable nature of financial markets and the inevitability of economic cycles. Long-term investment planning is crucial for achieving financial stability, securing retirement, and realising personal and financial goals over time. So what do you know about 'The power of diversification' as part of a long-term strategy ⤵ #longterm #financialplanning *The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives. The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.*
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𝑻𝒉𝒆 𝒊𝒎𝒑𝒐𝒓𝒕𝒂𝒏𝒄𝒆 𝒐𝒇 𝒍𝒐𝒏𝒈-𝒕𝒆𝒓𝒎 𝒊𝒏𝒗𝒆𝒔𝒕𝒎𝒆𝒏𝒕 𝒑𝒍𝒂𝒏𝒏𝒊𝒏𝒈 💡 The importance of long-term investment planning cannot be overstated, especially when considering the unpredictable nature of financial markets and the inevitability of economic cycles. Long-term investment planning is crucial for achieving financial stability, securing retirement, and realising personal and financial goals over time. So what do you know about 'The power of diversification' as part of a long-term strategy ⤵ #longtermplan #diversify *The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives. The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.*
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In today’s dynamic financial landscape, effective investment management is essential for achieving long-term financial goals. Whether you are saving for retirement, planning for your children’s education, or building wealth, a well crafted investment strategy can help you navigate market complexities and optimize returns. At Emlaak, we offer expert investment management services designed to align with your unique financial objectives and risk tolerance. #emlaakmarketing #growwithemlaak
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Are dividends a key component when evaluating investment opportunities? Learn more. #DividendYield
What Is the Dividend Yield?
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Chartered Financial Planner | Fellow of the Personal Finance Society | Retirement Planning | Investment Planning | IHT Planning
𝑻𝒉𝒆 𝒊𝒎𝒑𝒐𝒓𝒕𝒂𝒏𝒄𝒆 𝒐𝒇 𝒍𝒐𝒏𝒈-𝒕𝒆𝒓𝒎 𝒊𝒏𝒗𝒆𝒔𝒕𝒎𝒆𝒏𝒕 𝒑𝒍𝒂𝒏𝒏𝒊𝒏𝒈 💡 The importance of long-term investment planning cannot be overstated, especially when considering the unpredictable nature of financial markets and the inevitability of economic cycles. Long-term investment planning is crucial for achieving financial stability, securing retirement, and realising personal and financial goals over time. So what do you know about 'The power of diversification' as part of a long-term strategy ⤵ #longtermfinancialplanning *The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives. The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.*
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Are dividends a key component when evaluating investment opportunities? Learn more. #DividendYield
What Is the Dividend Yield?
library-messages.com
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International Private Wealth Adviser | Investment Adviser | Financial Protection, Financial Services, Pensions | Swiss & International Holistic Financial Planning.
The Importance of Having an Investment Adviser Professional Guidance and Expertise: Investment advisers are experts in understanding securities, such as stocks, bonds, and exchange-traded funds (ETFs). Tailored Investment Advice: They provide tailored investment advice, portfolio management, and even trading services, depending on the specific needs of the client. Holistic Financial Guidance: Investment advisers also have certifications allowing them to offer more holistic financial guidance, including advice on budgeting, retirement planning, and management. Ongoing Monitoring and Advice: Advisers typically provide ongoing advice about buying, selling, and holding investments and monitor the performance of investments in alignment with the client's overall investment objectives. Advisers offer expertise, tailored advice, and fiduciary responsibility, making them valuable partners in helping individuals and businesses navigate the complexities of the financial markets and achieve their investment goals. If you want to learn more about how an investment adviser can help you, you can get in contact at zachary.ockenden@devere-switzerland.ch or book an appointment on my profile to create an investment strategy. #Investing #FinancialFreedom #WealthBuilding #FinancialSuccess #WealthManagement #FinancialAdviser
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𝑻𝒉𝒆 𝒊𝒎𝒑𝒐𝒓𝒕𝒂𝒏𝒄𝒆 𝒐𝒇 𝒍𝒐𝒏𝒈-𝒕𝒆𝒓𝒎 𝒊𝒏𝒗𝒆𝒔𝒕𝒎𝒆𝒏𝒕 𝒑𝒍𝒂𝒏𝒏𝒊𝒏𝒈 💡 The importance of long-term investment planning cannot be overstated, especially when considering the unpredictable nature of financial markets and the inevitability of economic cycles. Long-term investment planning is crucial for achieving financial stability, securing retirement, and realising personal and financial goals over time. So what do you know about 'The power of diversification' as part of a long-term strategy ⤵ #longtermfinancialplanning #longterm #diversify *The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives. The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.*
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At Packard Advisory, we believe that investment management is more than just buying and selling assets—it's about aligning each decision with your unique financial goals. Our team simplifies the process by crafting investment portfolios tailored to your risk tolerance, time horizon, and goals. Let us help you avoid common pitfalls and achieve your dream retirement today at packardadvisory.com. #packardadvisory #investmentmanagement #financialgoals #investmentportfolio #californiainvestmentplanning #californiafinancialplanning #californiafinancialadvisor
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