Oasis Financial Advisor

Planning to make an investment? 🤔 👇Read these before taking any investment decisions.👇 . 👉 Make saving and investing a priority Making this activity a priority will help you stop spending your money needlessly. 👉 Commit yourself to regularly save money to invest Determine what you can & should set aside every month to make this process even easier... 👉 Schedule a monthly auto-transfer from your bank account to your investing account. Set it & forget it. An auto transfer is the easiest way to manage your investments. 👉 Keep in mind the high-interest debt payments Credit card debt is expensive! You’re losing a ton of money every year even if your stocks grow 10% when you’re paying 20% APR on credit card debt. 👉 Set aside an emergency fund Life happens and you never know when you’ll need the cash. If these funds are tied up in the market, make sure they’re in stable large-cap stocks, preferably with dividends to help you in your week financial conditions. 👉 Determine risk amount you’re willing to accept BEFORE starting to invest Your appetite for risk directs your entire investing strategy, this is the factor that decides your investment plans. 👉 Set the right goals for future Your decision to saving up for a new car in 12 months or to retire in 30 years makes a huge difference in your investment strategy. 👉 Understand the difference between growth stocks and value stocks The process for evaluating both is very different, so before you take a step, learn about them carefully. 👉 Try virtual money investment before investing with real money If it’s your first go-round, it’s a smart idea to invest virtually before putting real money on the line. This way you can get a clear idea about the plan benefits and the involved risks ❗️Satisfied with the information above? If not we can meet in person to discuss your investment plans before actually jumping into the pit. Connect with us at 📞 098258 68586 to schedule your appointment.