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Wealth Management
Navigate the complexities of wealth management with active guidance, annual financial meetings, and proactive adaptation to changing market conditions.
Wealth Management
Investing in the stock market is a challenging process. The performance of a stock changes with time. If you want to avoid losses, you should conduct research and invest in the right stocks at the right time. It is ideal to engage with a financial advisor who takes a “active” approach to money management. They can help with this.
Actively Vs. Passively Managed Money
“Active” money management is distinct from “passive” money management. If your investments are passively managed, no one is keeping track of or looking after them. This may function well over time, but it carries a significant level of risk. In contrast, active money management involves someone guiding you on how to invest. This is done with the intention of increasing your long-term success.
Annual Financial Meetings
Our yearly client meetings provide an opportunity to review their finances, assess the performance of their existing strategy, and identify areas for improvement. Checking on you to ensure that your finances are still in order is what distinguishes American Principal from other organizations like us.
Throughout the year, a variety of factors might have an impact on your investments. We can, however, help you keep on track at our annual meetings with you. Some factors that may impact you include:
- Your asset allocation may be out of balance
- Your portfolio may not be as diversified as you think
- Your financial goals may have changed
- Your situation could’ve unexpectedly changed, too
- Laws also change: For example, tax laws change frequently
Interested in a no-obligation review?
Contact us to learn more about how to manage your finances the right way
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