Boulder City Magazine is a monthly publication full of information about Boulder City and Southern Nevada. Boulder City Magazine features the Boulder City Home Guide, a real estate guide to Boulder City and Southern Nevada.

Money Matters
by Wendell Whitman
Edward Jones

Five Good Reasons to Create an Investment Strategy

Why should you follow a comprehensive, long-term investment strategy? Here are five good reasons:

Reason number one: You want to enjoy a comfortable retirement lifestyle. You may want to consider owning investments that provide the potential for growth to help you build resources for retirement.

Reason number two: You need to stay ahead of inflation. Within your balanced portfolio, you’ll need investments that can outpace inflation.

Reason number three: You need to manage the unexpected. You’ll need to create an emergency fund to meet large, unexpected costs.

Reason number four: You need resources for major life events. You’ll need to target some investments for life events, such as college for your children.

Reason number five: You’ll want to keep in mind investment-related taxes.

So, there you have it: five good reasons to stick to a unified investment strategy.

When Investing, “Face to Face” Beats Fingers on a Keyboard

These days, you can purchase just about anything on the Internet. However, you can still benefit from a human, face-to-face experience for some purchases — such as your investments. And that’s why you may want to work with a financial professional.

Unlike a computer interface, a financial professional will take the time to understand your individual situation — your risk tolerance, your time horizon and your short- and long-term goals.

Furthermore, a financial professional can help you adjust your investment strategy over time. For example, when you change jobs, you’ll need to decide what to do with your old employer’s retirement plan. And when you’re nearing retirement, you’ll need to know how to manage your portfolio to provide you with sufficient income.

So, when you really want to invest, leave the “virtual” world behind — and connect with a financial professional.

Contact Wendell at Edward Jones

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