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Latest / A Wiser Retirement®

92. Choosing The Right Investment Fund is Crucial

Casey Smith and Brad Lyons, CFP® talk about why choosing the right investment fund is crucial. They talk about the differences in the three big asset classes, how to pick an investment, trade volume, and give advice for the DIY ETF investor. It is important to understand how much risk you should be taking on inside your investment portfolio. You need to have a financial plan in place with set goals, and a plan to achieve those goals.Learn More:Founded in 2001, Wiser Wealth Management is a fee-only fiduciary financial planning and wealth management firm helping individuals, families, and…

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