Investing
Setting goals is an important part of financial planning. Before you invest your money, you should spend some time considering and setting your personal goals. For example, do you want to retire early? Would you like to start your own business soon? Do you need to pay for a child's college education? Would you like to buy or build a new house? In addition to these, there are several other considerations that can help you and your financial professional develop an appropriate plan. Think about your time horizon One of the first questions you should ask yourself in setting your investment goals is "When will I need the money?" Will it be in 3 years or 30? Your time horizon for each of your financial goals will have a significant impact on your investment strategy. The general rule is: The longer your time horizon, the more risky (and potentially more lucrative) investments you may be able to make. Many financial professionals believe that with a longer time horizon, you can ride out fluctuations in your investments for the potential of greater long-term returns. On the other hand, if your time horizon is very short, you may want to concentrate your investments in less risky vehicles because you may not have enough time to recoup losses should they occur.

Our GBC Wealth Management advisors will build you a custom portfolio that can consist of mutual funds, ETF’s (exchange traded funds), CEF (closed end funds), common stocks, bonds and CD’s. GBC Wealth Management is truly a fee-only wealth advisor.  We do not sell products and we do not receive any commission fees.  We have no affiliations with mutual fund companies, insurance companies, investment managers, broker/dealers, or administrative service providers.  

Our goals are the same as yours- Our success is linked with your success.


Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2015
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