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Main | Why Fixed Annuities Are Appealing in Volatile Times »

What to Do with Your Dynamic Money

The Core Financial Group teaches that your Core Money should not be invested; rather, it should be saved. When you have accumulated an adequate amount of Core Money you may be in a position to do some investing. The money that you can afford to put at risk in investments is called Dynamic Money.

Investing your Dynamic Money without professional assistance can be extremely risky and mitigating investment risk is more important than maximizing investment gains. Therefore, we recommend you enlist the assistance of professional portfolio managers who actively and tactically manage your invested monies.

Most professional portfolio managers require that you have at least $250,000 to invest. Obviously this makes it difficult for small investors to get the benefits of professional investment management. The Core Financial Group has a solution.

The Core Financial Group can provide actively and tactically managed investment portfolios with minimum investments of as low as $5,000. If you are interested, give us a call or send us an email. We will be happy to schedule an appointment to discuss our investment solutions.

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