Your Path to Your Financial Goals
By definition, achieving your financial
goals requires the accumulation of financial assets. How quickly
you accumulate the needed assets depends on three things - how
much you earn, how much you save, and how well you invest. The following tips will help you develop strategies for all three areas.
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Get Your Spending under Control
If you're trying to increase savings, remember
that savings are directly tied to spending - the less you spend,
the more you have to save. Some tips to consider to help get your
spending under control follow.
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Reevaluating Your Portfolio
Periodically, you should thoroughly review
your portfolio to ensure it is still helping you work toward your
investment goals. During that review, you should review your current portfolio mix, analyze each investment, determine if changes are needed to your current allocation, and move your allocation closer to your desired allocation.
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Signs It's Time to Sell a Stock
It's always difficult to determine the proper
time to sell a stock. What if you sell and the stock price increases
dramatically? Or what if you hold on to the stock and its price
goes nowhere or declines? Often, discussing your thoughts with someone else causes you to consider other factors or helps ensure your reasons for selling are valid. To help you decide when to sell, consider
these signs.
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Is an Interest-Only Mortgage Right for You?
Although interest-only mortgages have existed
for many years, they have increased in popularity recently. With
home prices continuing to rise and interest rates still at low
levels, an interest-only mortgage allows homebuyers to purchase
a larger home with a smaller mortgage payment. Several types of homeowners may be interested in this type of loan, including those who expect their income to increase significantly over the interest-only period.
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David K. Sebastian, CFP®, and his team of experts at The Physicians Wealth Management Group specialize in working with individual physicians and group medical practices. David is considered to be one of the top financial advisors in the country with more than twenty five years of Wall Street experience as a chief investment officer, portfolio manager, institutional bond trader, and estate planning, benefits planning and retirement consultant.
Commitment to his clients’ financial needs and well being is a primary motivation for David.
The Physicians Wealth Management Group was specifically created to address and manage all of the unique financial challenges that doctors are facing both individually and through their group medical practices.
Feel free to contact me at
www.physicianswealth.com or
dsebastian@sfr1.com
or call me at (973) 285-3600
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