Revisit Valuable benefits await when searching for help with your money

Do you remember how much easier making money in the stock market was in the 80’s and 90’s? My career in the financial world began during a huge bull market in 1982. There I was a novice without a clue of the significance that the stock market had on the world or our lives. Exposed to a new world, I was no longer pushing buttons on a cash register. I was there front and center making money in an exciting fun environment and working long hours that were filled with huge potential rewards for everyone. Gains for the year on on an investment were as much as 20% and sometimes more. These were the good ol’ days and are considered the best decades for investing in the stock market. Fast forward to today and my how times have changed! The past 10 years have been the worst decade in history and many investors lost big sums of money and can no longer retire. What about you? Did you lose a large portion of your hard earned cash and are now challenged by what to do next? It can be scary. Especially when you know you did everything right by investing for the long term. But now what?    

Economic times are challenging with volatility at an all time high. Risk on your investments in the stock market is increasing. Money Market and CD rates are virtually paying nothing at this point. Even unemployment has no end in sight as computers continue to increase in proficiency and continue to leave workers with 20 or more years of experience without an job. It is a time of uncertainty and you should be cautious especially when it comes to your money and investments. There are many considerations before you allow someone to manage your money. Most important is finding a trustworthy financial advisor who you can build a relationship with and better yet… trust. This can be achieved through due diligence and taking the time to get to know anyone you are considering personally before handing over your hard earned cash. You want someone who will maximize your return on your investments. Remember the key word “risk” and listen to how it is used during your interviewing process. It is crucial that you take the time to choose a financial advisor who offers objective and knowledgeable advice based on solid reason and experience.

You may feel as if an investment advisor doesn’t apply to you. That could be further from the truth. No matter the amount, your money can work for you and the sooner you get it into experienced hands the better it will be for you in the long term. Let me share with you a few reasons why an investment advisor is beneficial:

1. They can keep you up to date on latest news and developments going on in the stock market.

2. They have experience and expertise during crisis situations.

3. They should have the ability to protect your assets with disciplined strategies in challenging market periods.

4. They should believe capital preservation is top priority along with the goal of achieving higher returns from safe investments with maximizing return on your money.

Like I said before you may not feel that this is the time or an investment advisor applies to you. Again, this is not the case since everyone can benefit from solid investment advise that can pay over the long term. Just think of it like your money working for you instead of you working hard for your money. Here are some reasons why everyone can benefit from an investment advisor:

1. Knowing the long and short term trend of the market as market risk is different when you are in a bull (rising market) or bear market (falling market).

2. Share your ideas and thoughts based on your current state of affairs.

3. Keep customers up to date on new opportunities as they arise in the stock market.

4. What triggers when  an existing investment will be sold along with are there tax consequences that go along with the sale if there are any?

6. Are losses being controlled, and letting your profits grow?

7. Creating an investment plan so you may reach your retirement goals.

8. To create a flexible portfolio that can be balanced in order to generate income and make money.

Next, you have to do your homework. This is a quick list but remember to trust your instincts and that key word ‘risk’ and how it is used when you speak with your potential new advisor. Here are some questions to think about before choosing an investment advisor:

1. Do you trust them? What is your gut telling you? 

2. Were they referred to you from someone that you know?

3. Do you have the time to manage your own money?

4. Have you made your goals clear?

The main job of the advisor is to construct a portfolio that you are comfortable with while allowing you to make money by controlling the risk on your investment.  If you are not comfortable with the advice or the advisor then you will never be happy.  A trustworthy adviser is equipped with the tools to seize the next opportunity while keeping your best interests in mind.  Prepare, think, and decide what your investment goals are and you will be ready to communicate them in a constructive way that will allow your advisor to create a plan using strategies that can benefit YOU for the long term! You will be glad you took the necessary steps now instead of later. Make sure to add this to your ‘to do’ list for the week… seek out a trustworthy investment advisor.  Feel free to email me at Bonnie@BonnieGortler.com or comment below with any questions you may have. I’m always here to help. Create an excellent day ~Bonnie 

Bonnie S. Gortler

Bonnie Gortler, a Consultant, Coach, and Author, is a Wealth & Well-Being expert with over 35 years of experience in managing multi-million-dollar client portfolios at a top-rated investment firm. As the author of Journey to Wealth, Bonnie is dedicated to teaching the importance of risk management and achieving true financial well-being by integrating both the technical and mental aspects of investing. With an M.B.A. and certification as a life coach, Bonnie combines her passion for coaching, consulting, and blogging to inspire people globally. Her powerful techniques and winning mindset help others experience personal growth and financial success. Explore wealth-building tips, personal development strategies, and more at BonnieGortler.com, and discover how you can enhance your wealth and well-being.  


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