3 Top Secret Investment Tips

Published by Taylor Financial Group

It’s always interesting to hear the strategies that other professionals swear by! In fact, I spend a LOT of my time reading and learning about different investment tips. Below are 3 of my favorite investment tips that you should consider.

  1. “Don’t be too conservative with your own investing mix (asset allocation). Ignore the tired calculations that suggest you should reduce stock holdings as you near retirement age. There are still a potential 25 years of inflation looming when you are age 65. The older the woman, the more they tend to be far too conservative when they invest.”


This is a very important investment tip because many women who reach retirement age will still need to stretch their money out for 20+ years. Therefore, it does not always make sense to significantly reduce stock holdings at the age of 65.

  1. “Consider your investing journey as if it’s a vacation. Decide on your destination, map out the directions, and take rest stops along the way to be sure you’re on track to get there.”


I love this advice because it is so simple and so true. Careful planning, realistic goals, and annual check-ins are what helps to make an investing journey successful. At Taylor Financial Group, we use WealthMatch software to analyze your income and expenses along with your assets and liabilities to create a customized financial plan. WealthMatch makes it easy to review your objectives and helps you see what adjustments can be made to better pursue your long-term goals. Focusing on the destination and working to get there keeps investors motivated and on track.


  1. Always take advantage of low-hanging fruit. For example, investors should consider investing tax refunds, contributing to an annual IRA, and making annual Roth conversions.

This advice is solid because it speaks to the “every little bit helps” mentality. While it doesn’t sound sexy and it doesn’t sell magazines, the number one enemy of wealth accumulation is consumption. Plain and simple. By dedicating yourself to saving a certain amount every month and investing the low-hanging fruit, you are one step closer to a successful retirement.


Bottom line: there are many different investment strategies to consider when it comes to planning for retirement. If you have questions about these investment strategies or anything else, don’t hesitate to give us a call!


Source: Here Are 10 Top Secret Investment Tips From The Best, Forbes 2018


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