Planning and Management
New to Investing? Welcome and congratulations!
You are ready to start investing in your future. Your age does not matter - or what stage of life you are at, you have many exciting and potentially rewarding options to explore with Magna Finance Holdings.
Every investment opportunity offers its own risks and rewards. Be sure to learn about any product you are interested in, and understand that all investments carry risk of loss. For example, while some consider savings accounts and CDs to be safer - but lower yielding - than mutual funds and stocks, there are no absolutes and no guarantees. Careful planning and informed decisions will help you align the risks you are willing to take with the goals you seek and the assets available to invest. If investing in an initial public offering always read the prospectus prior to investing.
Before you invest a penny, invest some time to learn more about the stock market as just one of your potential investment options. While the decisions are yours to make, you never need to feel alone while making them. Magna Finance Holdings Investment Representatives, Specialists and Advisor Representatives will be with you every step of the way.
The Key components to investing as a wealth management strategy are education, diversification, allocation, and adjustment.
Education
At your fingertips, Magna Finance Holdings provides a wealth of the industry's best tools, independent third-party research and resources to help you understand various investments and strategies, and to monitor the market in real time; compare long and short-term trends; and analyze the performance of the investments you are considering.
When you encounter an unfamiliar term, turn to our online Glossary or contact us for a further explanation.
Timing is everything, so when you are ready to buy, sell, rollover or reallocate, we will help you execute your orders quickly and efficiently to keep your investment plan on track.
Diversification
You should not put all of your eggs into one basket; so Magna Finance Holdings can help you properly allocate your portfolio based upon your wealth management goals. Key factors will influence the decisions you make:
- a. How much money you have to invest right now
- b. How much money you plan to contribute monthly
- c. Your current and future cash liquidity needs
- d. Your understanding of the products and issues you are selecting
- e. Knowing no strategy guarantees a profit or ensures against a loss
Allocation
Just as diversification of your investments may help reduce risk and maximize opportunities across a wide spectrum of investment opportunities, careful allocation of your assets among the diverse products is an important part of your strategy.
Choosing products that address your needs is a prudent and effective step in the investment process. Although no strategy guarantees a profit or ensures against a loss, deciding how much of your assets to invest in each of those areas is just as important, and may change over time.
Balancing and Adjusting
Just as diversification of your investments may help reduce risk and maximize opportunities across a wide spectrum of investment opportunities, careful allocation of your assets among the diverse products is an important part of your strategy.
Choosing products that address your needs is a prudent and effective step in the investment process. Although no strategy guarantees a profit or ensures against a loss, deciding how much of your assets to invest in each of those areas is just as important, and may change over time.
Retirement Solutions
Aim to Turn Your Golden Years Platinum
If your retirement is 10 years away - or 40 years in the distance - that is too long to be on a stock market white-knuckle ride. There may be countless record highs and dramatic sell-offs between today and the day you stop working, so you need to come up with a plan. Welcome to Magna Finance Holdings Retirement Solutions.
Whether you need slow, steady, long-term growth; or you are looking for an aggressive surge to try to make up for lost time; Magna Finance Holdings Investment Specialists will help you custom-build a strategic plan that is right for you. We will account for the highs and lows that will come; so you can keep your attention where it needs to be - on your family, your friends, your career and yourself.
Your strategy should be reevaluated at regular calendar milestones and/or the end of market cycles depending upon your portfolio mix and investment timeline.
As your strategy dictates, Magna Finance Holdings can help you balance and adjust your portfolio to remain on-track to meet your long-term goals. Invest with confidence with Magna Finance Holdings.