Contact

Financially Wise, Inc. 

8391 Beverly Blvd. #375

Los Angeles, CA 90048

​​

323.852.3182 Phone

323.852.3183 Fax

  • Black Facebook Icon
  • Black Twitter Icon
  • Black Instagram Icon
  • Black YouTube Icon
  • Black Google+ Icon

© 2019 Financially Wise, Inc. All Rights Reserved.

Site designed by jessicakrewson.com​

Recent Posts

July 17, 2019

Please reload

Do You Have All Your Eggs in One Basket?

 

“Don’t put all your eggs in one basket.”

 

This piece of advice can be applied to so many areas of our lives.

 

And although I could go on for days about what I’ve learned about this in business, dating and friendships, I’ll just stick to the money area for now!

 

In financial planning, I recommend that clients invest for the long-term, know what they’re investing in, and then, of course, spread out their money so not all their eggs are in one basket. And while it is a little bit more complex than just this, understanding the basics of diversification and asset allocation can get you a long way with your investment goals.

 

In today’s video, I explain to you exactly how diversification and asset allocation can help you and how you can leverage these strategies with your own investment accounts.

 

Watch this video now and then request your free Discovery Session with me so I can share how we can work together to reach your financial goals in life.

 

And P.S.: If you start saying words like “asset allocation” and “diversification,” please remember how excited I am to know you’re using such sexy terminology

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Please reload