Making Money Fun

Last episode we talked about the differences between Financial Planning and Investment Management. Today, we dive into Shanna's investment philosophy.   This includes what she believes, and more importantly, what she doesn't believe. This will offer some insight into what you'll get if Shanna manages your investments.What is an investment philosophy?Why is it important to understand your advisor’s investment philosophy?Shanna's investment philosophy and how she manages the buying and selling of investments.What kinds of investments should you be cautious of?What kinds of investments won’t Shanna help you with?Resources:Heritage Financial WebsiteCall Heritage Financial at: (480) 397-1184