Education
Our personal keys to success at Relevance are three fold. We believe in always moving forward, been curious and staying organized. All of these are part of the continuous learning process and we are providing the attached pieces we have selected from third party sources to help educate yourself on the investment sectors we offer to clients.
No substitute for hard work
There is no substitute for hard work and if you decide that standing still is good enough you will actually be on a path to decline. The reason is that your competition will inevitable be moving forward making you less relevant with every passing day. It often happen slowly and could be too late before you notice. At Relevance Wealth Management we know that investment needs can change with the times. Energy and mining may reduce in importance while technology and services rise. Traditional fixed income is likely at a historic tipping requiring the need to consider alternative strategies. While we will always work on ways of improving our existing line up of products watch for new products that we launch to enhance your chances of meeting your investment goals.
Curiosity
The need to retool and upgrade your knowledge may be moving faster than at almost anytime in the past but it has always been a tenet of successful people and businesses. The foundation of moving forward comes from being curious, building your knowledge and determining where the next opportunities will be. At Relevance Wealth Management we are passionate readers, perpetual networkers and keenly aware of our competition all in search of knowledge to help our investors and the success of our business.
Being organized
Managing work, family, friends, health and your investments can be overwhelming. To add to your worries we have added the need to improve upon all the above over time, where do we find the time. All your best intentions can be for not if you can’t organize your time and your activity.
We are passionate about our education page because we know how important investing is for all our clients. According to Forbes “Only 20% of people are worried about dying vs. 58% of people who are worried about running out of money in retirement? In fact, running out of money in the future is Americans #1 financial fear.” In order to avoid running out of money you first need a plan and then you need to execute on your plan. Part of executing on your plan is picking the right strategies and products to achieve your financial goals. Often times this is fully delegated to a financial professional which is a positive step but it should also be balanced with your own knowledge of what you are invested in. Inevitably investments will go down in value for a period of time and you will need the confidence in what you own to stay invested. Having your advisor give you piece of mind is helpful but true commitment to a plan also needs to come from within.