Whether you’ve been investing for decades or are just getting started, at some point on your investment journey you’ll likely ask yourself some of the questions below. Trying to answer these questions may be intimidating, but know that you’re not alone. Your financial advisor is here to help. While this is not intended to be an exhaustive list, it will hopefully shed light on a few key principles, using data and reasoning, that may help improve investors’ odds of investment success in the long run.
So it’s been just over a month now since I made the big change and I’m very glad to say I have no regrets. Over this time I’ve had many meetings with folks to tell them why I made the change but it seems like almost every time I just don’t do justice to all the reasons why I decided that going independent and starting Awaken Wealth Management was the better option for myself, my family, and all those folks that I worked with in the past. So I thought what better place to be able to go a bit deeper and share some of the many reason why I made the leap. I’m not sure how many posts it will take but I really want to do justice to all of the factors that came in to account in making such a, for many, surprising change. Here it goes: