Making an investment is a big decision.
Finding the right strategy and investment to fit your needs can be tedious, stressful, and sometimes even overwhelming.
Everyone wants a high return investment with little to no risk, a diversified portfolio, and peace of mind.
Unfortunately, not every type of investment offers those options.
But say you do find the right investment after a lot of careful research and risk/reward analysis.
Maybe you even went with the best and most innovative risk averse, high return investment that offers stable, reliable income at a rate that never changes (Hint:
We’re talking about the Fixed Income Fund).
Well then, that leads you to the next question.
When is the right time to invest? Sometimes the answer is right now.
Sometimes it isn’t that cut and dry.
To help you answer that question, we’ll look at a few different factors, including your personal goals, need for liquidation, and more.
And, once you’ve decided the time is right for a simple investment that provides peace of mind and generates stable, consistent income, contact Tactical Wealth to learn about the Fixed Income Fund.
Evaluate Your Situation
Any type of big decision, such as making a large investment, requires a lot of self-reflection.
When faced with any major crossroads in your life, there are a few tips that can help you evaluate the situation and clear your mind to make the best possible decision.
First, take a step back to consider what you’re aiming for in life. Will an investment, or other big decision, help you reach those goals faster? Will it help you reach those goals at all?
Next, determine what your core values are, and stick to them whenever you’re faced with a decision. Alexander Hamilton, the father of American finance, was attributed with the quote, “If you stand for nothing, you’ll fall for anything.”
Don’t fall for anything. Use your guiding principles to make a proper decision based on what you believe in and what will help you with peace of mind.
Study, Study, Study
When making an investment, it’s important that you first do your research.
Understanding everything involved with investing, where your money is going, and what the pros and cons of each move you make can be huge deciding factors for whether or not you’re ready to invest.
You never want to rush head-on into an investment, so make sure you at least understand the basics of financial management first.
Learn about the different options available to you, and find a management firm that you feel is trustworthy and reliable.
After all, you’ll be entrusting them with your money.
At Tactical Wealth, you can rest assured you’re getting a trustworthy manager capable of handling your investment. Dan Venegoni, our manager, evolved the Fixed Income Fund into what it is today by asking the question, “What do my investors actually want?”
With that, along with the safety of your money and principal value, in mind, Mr. Venegoni used his 20-plus years of investing and market experience to create a fund that generates reliable, stable income.
To learn more about our investment management, click here.
Determine Your Time Frame
How soon are you looking to see a return from your investment? Are you still planning for retirement, or is retirement drawing near?
Of course, the longer you have, the more risk you can take, as you’ll have more time to recoup from any possible mistakes.
The more time you have also affects the type of investment you make, as you can compound your earnings over a longer period of time.
If that’s the case, you consider starting a 401k, IRA, or other long-term investment whenever you have a few extra dollars.
However, you may be in a situation where you need a reliable source of income from your investment now. This is where an investment in an annuity can come in. However, with annuities, you’re still running the risk of fluctuating interest rates and high fees.
But with the Fixed Income Fund, you don’t have to worry about those things. If you’re looking to generate steady, consistent income on a monthly basis (or even if you want your earnings to compound consistently), get the only high return investment with you in mind. Contact Tactical Wealth to get started.