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9 Cards in this Set
- Front
- Back
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My portfolio is doing well
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With all the volatility going on right now, a lot of people have some concerns about their portfolio. There are some investments coming back better than others. We need to make sure you are in the right ones.
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NI
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Is it the investment or the timing?
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NI
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What have been some of your favorite investments in the past
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NI
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If you could describe an investment that fits your needs, what would it look like?
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>2 questions
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It sounds like you have some great questions. You know what might be in your best interest? is for the two of us to get together in person and take a close look at this investment.
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When they work with FA
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What is it about your current investment advisor that you like? If there were one thing you could change, what would that be?
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Is my money tight?
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You can sell any day for +/- what you paid for. Isn't it the kind of flexibility that you would like to have with your investments.
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Safe?
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This is VERY SAFE
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FDIC insured?
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I am so glad you ask me that.
As the brouchures says, this investment is not FDIC insured. And that is the good news, because FDIC insured investments have the worst return. I am not saying that you should not have a portion of your money on FDIC insured investments, but not all. |
