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By:
Bill Van Sant, SVP and Managing Director, Girard, a Univest Wealth Management Division March 17, 2021
Picking the right investment strategy to meet your financial goals may seem as challenging as predicting which team will win the annual NCAA tournament. However, there are a few ways that picking an accurate March Madness bracket parallels a successful investing strategy. Here are a few tips to keep in mind:
Look for a solid coach. A good way to successfully create a bracket is by selecting teams that have a coach with a solid track record. This is also true for your investment strategy – set yourself up for success by working with a qualified, experienced investment advisor.
It’s no secret the financial services sector is an aging industry. According to industry reports and analysts, there are currently more financial professionals aged 70 and older than there are younger than 30. The inclusion of millennials into the financial sector is critical – both from a succession planning standpoint and because this unique generation offers a strategic relationship-building opportunity with young investors and clients over the long-term.
I checked-in with some of the millennial professionals here at Univest Wealth Management. Over the course of a three-part series on our blog, we’ll hear their opinion on a variety…
