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Today’s Investing 60 seconds in You – Working overtime… For you

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Investing 60 seconds in You

Working overtime… For you

In your early years your boss approached you and said I appreciate the hard work you put in. I have some after-hours projects if you want to earn more.

You likely jumped at the chance. Your boss likes you and you liked the paycheck.

Fast forward 10 to 20 years.

Though most jobs pay salary and not overtime anymore you still benefited from those experiences.

My question to you is…did you put that extra bonus money aside?
Did you see it as a gift which could build into something large?

Your money could have been working overtime all these years in the form of compound interest.

We investment professionals spend hours working overtime for your investment success.

 

Discipline yourself to set money aside for your future.
We are charged with going all out and working overtime for you.

 

I’m Robert Lee        Thanks for watching     

And remember, Relationships matter

 

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Today’s Investing 60 seconds in You – Why not, diversify

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Investing 60 seconds in You

When we were all young our parents took us to a buffet.

They handed us our plate stating be sure to bring back vegetables and meat, balance it out kids.

 

If you brought back a plate full of mac & cheese and fried chicken they would wag their finger, “Go back and fix it.

Though Mac-cheese was tasty there was no healthy variety on our plates.

As it relates to investing, when I see new people in my office their statements only reflect 1 or 2 funds in the portfolio.

It lets me know that no one is teaching about risk and diversification.

 

Without going into detail there are 11 sectors in the market and over 9,000 funds. 

You do not need to them all.

 

Yet realize at different times some types of funds rise/flow with the business cycle and economic needs of the consumer.


Be open to understanding why.
It is in your best interest.



…Reach out if we can help.

 

I’m Robert Lee          Thanks for watching        

 

And remember, Relationships matter

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Investing 60 Seconds in You – Hard Work and Your money

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Investing 60 seconds in You – Hard Work and Your Money

Look back at your first few jobs.

You learned the ropes on how to do your job.

You also learned about overtime. You saw others stay later than you so you inquired.

Time and a half sounded good in those days.
More money in your pocket.

You found the secret to investing.

Pay yourself first.

With your wages, what percentage went towards your future?
Just enough or barely any?

Did you spend it on pleasure or purpose, pain or gain?

Hhmmmm

Money—hard to come by—so easy to go out.

 

Who is working hard for you so your money works hard for your future?

Financial professionals are here to partner with you, guide you, caution you, and prepare you for up to 30 years of enjoying retirement.

 

Let us do the hard work so your money really works for you.

Whose money is it?  Yours!

 

I’m Robert Lee          Thanks for watching         And remember, Relationships matter