Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy.
This week we sit down with the Trading Advisor, Andrew Lee to understand what goes into active and dynamic account management in regards to trading and investments.
Andrew explains:
- What does trading mean in the financial world?
- How often are accounts reviewed/changes made?
- How are decisions made on where to invest with my portfolio?
If you would like to sit down with an advisor to discuss your portfolio and investments, give us a call at 866.766.8332 or visit https://rootedretirement.com
#financialeducation #financialfreedom #retirement #retirementplanning #investmenttrading #investments #investmentstrategies
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Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
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Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy.
This week we sit down with the Trading Advisor, Andrew Lee to understand what goes into active and dynamic account management in regards to trading and investments.
Andrew explains:
- What does trading mean in the financial world?
- How often are accounts reviewed/changes made?
- How are decisions made on where to invest with my portfolio?
If you would like to sit down with an advisor to discuss your portfolio and investments, give us a call at 866.766.8332 or visit https://rootedretirement.com
#financialeducation #financialfreedom #retirement #retirementplanning #investmenttrading #investments #investmentstrategies
------
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
------
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.