S3 EP 200: Pros and Cons of Common Investment Strategies

"A word of caution: When it comes to a fund, only invest with a sponsor you trust. It is really important, and I cannot stress this enough. "

Investing does not look the same for everyone. Each individual has their preferred assets, risk tolerance, goals, and strategies that makes their investment process unique to them. For some, the control of deciding where to invest might make an individual investment more appealing. On the other hand, investing in a fund satisfies other preferences, such as the desire for a more passive role, along with benefits like reduced risks through diversification across assets and markets. By listening in you will learn the pros and cons of each, and most importantly, how these investment strategies can help you reach your wealth building goals.

Key Takeaway: Whichever route you choose, or both, it's essential to work with a sponsor you trust. Set a meeting with your potential sponsor and ask them specific, tough questions to ensure that your investment criteria align.

Production Credits

Featuring: Ellie Perlman Strategy: Jeannette Robinson Digital Editing: Brenna Shelton Audio Editing: WEP (We Edit Podcasts) Learn more about your ad choices. Visit megaphone.fm/adchoices