A well-constructed financial plan begins with a solid foundation for making informed financial decisions. Planning for the long-term might feel like a low priority for individuals in their 20’s or 30’s when retirement is decades away, but an earlier start greatly improves future outcomes.

The meme-stock mania of 2020 and 2021 proved that, while interesting, following the madness of the crowds is not a sound, long-term strategy. Rather than relying on social media outlets for hot investing tips, young investors should instead focus on fundamentals for laying a good foundation for a financial plan.  

Join us for a brief webcast as we review the basics of constructing a budget, saving for retirement, and discuss how to diversify your portfolio.

The information contained herein is confidential and the dissemination or distribution to any other person without the prior approval of Fiducient Advisors is strictly prohibited. Information has been obtained from sources believed to be reliable, though not independently verified. Any forecasts are hypothetical and represent future expectations and not actual return volatilities and correlations will differ from forecasts. This report does not represent a specific investment recommendation. The opinions and analysis expressed herein are based on Fiducient Advisor research and professional experience and are expressed as of the date of this report. Please consult with your advisor, attorney and accountant, as appropriate, regarding specific advice. Past performance does not indicate future performance and there is risk of loss.