Global Wealth Management Blog

We’re here to help you feel confident in your financial future.

Tips to Consider for Choosing a Financial Advisor

By Global Wealth Management | March 7, 2017 |

People usually take a lot of time to select the professionals they deal with, whether it’s their doctor, lawyer, or other specialist. Choosing a financial advisor is no different. With your financial future at stake, it’s important to feel confident you’re in capable hands. There are a number of steps you may want to take…

Investing in Stocks or Mutual Funds – Which is Right for You?

By Global Wealth Management | December 19, 2016 |

Whether you’re a seasoned investor or a novice just starting to build your portfolio, you may be asking yourself which is a better course of investing for you, mutual funds or individual stocks. Mutual funds give you a diversified investment monitored by a professional fund manager. Purchasing stock on your own can be a thrilling…

Diversify Your Portfolio for a Sound Retirement

By Global Wealth Management | November 4, 2016 |

Since America is a melting pot of cultures, we’re familiar with diversity. Use that as a model for your retirement investing. Take a close look at your investments. Do they look too homogenous, with either all stocks or all bonds? For a more secure retirement, consider diversifying your portfolio to help you ride out the…