{"id":716,"date":"2021-01-18T05:00:24","date_gmt":"2021-01-18T05:00:24","guid":{"rendered":"https:\/\/normandygroup.com\/?p=716"},"modified":"2022-02-22T22:59:25","modified_gmt":"2022-02-22T22:59:25","slug":"what-is-the-best-way-to-manage-your-investments","status":"publish","type":"post","link":"https:\/\/normandygroup.com\/financial-planning\/what-is-the-best-way-to-manage-your-investments\/","title":{"rendered":"What Is the Best Way To Manage Your Investments?"},"content":{"rendered":"

Managing an investment portfolio doesn\u2019t look the same to everyone. Some Lakewood, Colorado investors find it exciting; others may find it daunting; some may find it time-consuming and others find it a worthwhile use of their time.<\/span><\/p>\n

Here\u2019s a quick brief of the basics<\/span> of <\/span>investment management<\/a><\/strong>.<\/span><\/p>\n

Let\u2019s discuss ways to get your financial life balanced. Contact The Normandy Group today!<\/i><\/a><\/strong><\/h2>\n

<\/h2>\n

 <\/p>\n

Link Your Investment Strategies to Your Goals<\/b><\/h2>\n

Investment management<\/a><\/strong> should be linked to specific goals. Are you investing for retirement, for example, or to fund extensive travel? Without specific goals in mind for your disposable income, you\u2019re traveling without a road map.<\/span><\/p>\n

Write down your short- and long-term goals and allocate your money to reach them within a specific time frame. Do you want to retire in 20 years, for instance? Then that\u2019s the time horizon for your retirement investments.<\/span><\/p>\n

Assess Your Opportunity Cost<\/span><\/i><\/p>\n

When reviewing your goals, be sure to assess the <\/span>opportunity cost<\/a><\/strong> of various financial goals. Compare alternative uses for your disposable income and strategize the one that provides the possibility of the highest return.\u00a0<\/span><\/p>\n

This is helpful if you\u2019re thinking through whether to place your disposable income in an investment portfolio, pay off debt, save for a down payment of a home, or other financial goals.\u00a0<\/span><\/p>\n

 <\/p>\n

Know the Basics of Investing<\/b><\/h2>\n

Understand the Risk-Reward Profile of Asset Classes<\/span><\/i><\/p>\n

The goal of investing is to grow your money over time to reach your goals. That sounds simple \u2013 but it\u2019s anything but simple. You need to place your money in specific investments: stocks, bonds, cash, and other assets, such as real estate. All these asset classes have a risk-reward profile that investors need to manage.\u00a0<\/span><\/p>\n

Evaluate Your Risk Tolerance<\/span><\/i><\/p>\n

Investors need to evaluate their risk tolerance when investing. Risk tolerance refers to the comfort level one feels with the volatility of financial markets, especially when you have the potential of seeing a loss in your portfolio.\u00a0<\/span><\/p>\n

It\u2019s important to understand your risk tolerance because panic or anxiety at seeing markets drop can lead investors to pull their funds out of the market. That can have profoundly negative effects on a portfolio over time. If the market drops 20 percent and an investor sells stocks to prevent further loss, they are essentially forfeiting the chance to regain their money on the stock.\u00a0<\/span><\/p>\n

It\u2019s prudent to work with a financial advisor<\/strong><\/span><\/a> to evaluate your own risk tolerance.\u00a0<\/span><\/p>\n

Manage Asset Allocation in Portfolios<\/span><\/i><\/p>\n

The variable risk-reward performance of asset classes is managed via asset allocation in portfolios, with asset classes receiving a percentage of portfolios. It\u2019s prudent to set up your investment portfolios to harness the stability of bonds and cash, to minimize risk as much as possible and protect against stock market volatility, and also to harness the earnings power of stocks to maximize reward.<\/span><\/p>\n

Asset allocation also takes into account multiple factors, such as age, risk tolerance, diversifying within asset classes, your time horizon, the sector you\u2019re employed in, and more.<\/span><\/p>\n

 <\/p>\n

Utilize a Financial Advisor<\/b><\/h2>\n

Once you understand the basics, you can manage your investments to meet your goals.<\/span><\/p>\n

Most investors, however, will benefit from utilizing a financial advisor to help them manage their investments. Not all financial advisors are professionals in managing portfolios, including strategizing asset allocation and maximizing reward while minimizing risk.<\/span><\/p>\n

Financial advisors can monitor your investment portfolios on an ongoing basis, freeing up your time for goal maximization.<\/span><\/p>\n

The CERTIFIED FINANCIAL PLANNER\u2122 Professionals and Certified Estate Planners\u2122 at<\/span> The Normandy Group<\/b><\/a> offer serious financial planning for today\u2019s complex world.\u00a0 By combining tax, financial, and estate planning strategies we can help you achieve your goals.<\/span> Contact us<\/b><\/a> today for a complimentary consultation.<\/span><\/p>\n

 <\/p>\n

Download<\/a> our free eBook “6 Simple Steps to a More Confident Retirement”:<\/em><\/h4>\n

\"Normandy<\/p>\n","protected":false},"excerpt":{"rendered":"

Managing an investment portfolio doesn\u2019t look the same to everyone. Some Lakewood, Colorado investors find it exciting; others may find it daunting; some may find it time-consuming and others find it a worthwhile use of […]<\/p>\n","protected":false},"author":9,"featured_media":717,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","footnotes":""},"categories":[11,2],"tags":[],"acf":[],"yoast_head":"\nWhat Is the Best Way To Manage Your Investments? - The Normandy Group<\/title>\n<meta name=\"description\" content=\"Whether you love investing or find it intimidating, The Normandy Group in Lakewood, Colorado will help you through the process.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/normandygroup.com\/financial-planning\/what-is-the-best-way-to-manage-your-investments\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"What Is the Best Way To Manage Your Investments? - The Normandy Group\" \/>\n<meta property=\"og:description\" content=\"Whether you love investing or find it intimidating, The Normandy Group in Lakewood, Colorado will help you through the process.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/normandygroup.com\/financial-planning\/what-is-the-best-way-to-manage-your-investments\/\" \/>\n<meta property=\"og:site_name\" content=\"The Normandy Group\" \/>\n<meta property=\"article:published_time\" content=\"2021-01-18T05:00:24+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2022-02-22T22:59:25+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/normandygroup.com\/wp-content\/uploads\/2021\/01\/best-way-to-manage-investments-normandygroup.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1600\" \/>\n\t<meta property=\"og:image:height\" content=\"1068\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Derek Landis\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Derek Landis\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/normandygroup.com\/financial-planning\/what-is-the-best-way-to-manage-your-investments\/\",\"url\":\"https:\/\/normandygroup.com\/financial-planning\/what-is-the-best-way-to-manage-your-investments\/\",\"name\":\"What Is the Best Way To Manage Your Investments? - The Normandy Group\",\"isPartOf\":{\"@id\":\"https:\/\/normandygroup.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/normandygroup.com\/financial-planning\/what-is-the-best-way-to-manage-your-investments\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/normandygroup.com\/financial-planning\/what-is-the-best-way-to-manage-your-investments\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/normandygroup.com\/wp-content\/uploads\/2021\/01\/best-way-to-manage-investments-normandygroup.jpg\",\"datePublished\":\"2021-01-18T05:00:24+00:00\",\"dateModified\":\"2022-02-22T22:59:25+00:00\",\"author\":{\"@id\":\"https:\/\/normandygroup.com\/#\/schema\/person\/2dfe66c56dd6bc507b0b043821c1d00f\"},\"description\":\"Whether you love investing or find it intimidating, The Normandy Group in Lakewood, Colorado will help you through the process.\",\"breadcrumb\":{\"@id\":\"https:\/\/normandygroup.com\/financial-planning\/what-is-the-best-way-to-manage-your-investments\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/normandygroup.com\/financial-planning\/what-is-the-best-way-to-manage-your-investments\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/normandygroup.com\/financial-planning\/what-is-the-best-way-to-manage-your-investments\/#primaryimage\",\"url\":\"https:\/\/normandygroup.com\/wp-content\/uploads\/2021\/01\/best-way-to-manage-investments-normandygroup.jpg\",\"contentUrl\":\"https:\/\/normandygroup.com\/wp-content\/uploads\/2021\/01\/best-way-to-manage-investments-normandygroup.jpg\",\"width\":1600,\"height\":1068,\"caption\":\"Shot of a senior couple working on their finances using a laptophttp:\/\/195.154.178.81\/DATA\/i_collage\/pu\/shoots\/805516.jpg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/normandygroup.com\/financial-planning\/what-is-the-best-way-to-manage-your-investments\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/normandygroup.com\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"What Is the Best Way To Manage Your Investments?\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/normandygroup.com\/#website\",\"url\":\"https:\/\/normandygroup.com\/\",\"name\":\"The Normandy Group\",\"description\":\"Just another WordPress site\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/normandygroup.com\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/normandygroup.com\/#\/schema\/person\/2dfe66c56dd6bc507b0b043821c1d00f\",\"name\":\"Derek Landis\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/normandygroup.com\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/normandygroup.com\/wp-content\/uploads\/2019\/11\/Derek-1-150x150.jpeg\",\"contentUrl\":\"https:\/\/normandygroup.com\/wp-content\/uploads\/2019\/11\/Derek-1-150x150.jpeg\",\"caption\":\"Derek Landis\"},\"url\":\"https:\/\/normandygroup.com\/author\/derek-landis\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"What Is the Best Way To Manage Your Investments? - The Normandy Group","description":"Whether you love investing or find it intimidating, The Normandy Group in Lakewood, Colorado will help you through the process.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/normandygroup.com\/financial-planning\/what-is-the-best-way-to-manage-your-investments\/","og_locale":"en_US","og_type":"article","og_title":"What Is the Best Way To Manage Your Investments? - The Normandy Group","og_description":"Whether you love investing or find it intimidating, The Normandy Group in Lakewood, Colorado will help you through the process.","og_url":"https:\/\/normandygroup.com\/financial-planning\/what-is-the-best-way-to-manage-your-investments\/","og_site_name":"The Normandy Group","article_published_time":"2021-01-18T05:00:24+00:00","article_modified_time":"2022-02-22T22:59:25+00:00","og_image":[{"width":1600,"height":1068,"url":"https:\/\/normandygroup.com\/wp-content\/uploads\/2021\/01\/best-way-to-manage-investments-normandygroup.jpg","type":"image\/jpeg"}],"author":"Derek Landis","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Derek Landis","Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/normandygroup.com\/financial-planning\/what-is-the-best-way-to-manage-your-investments\/","url":"https:\/\/normandygroup.com\/financial-planning\/what-is-the-best-way-to-manage-your-investments\/","name":"What Is the Best Way To Manage Your Investments? - The Normandy Group","isPartOf":{"@id":"https:\/\/normandygroup.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/normandygroup.com\/financial-planning\/what-is-the-best-way-to-manage-your-investments\/#primaryimage"},"image":{"@id":"https:\/\/normandygroup.com\/financial-planning\/what-is-the-best-way-to-manage-your-investments\/#primaryimage"},"thumbnailUrl":"https:\/\/normandygroup.com\/wp-content\/uploads\/2021\/01\/best-way-to-manage-investments-normandygroup.jpg","datePublished":"2021-01-18T05:00:24+00:00","dateModified":"2022-02-22T22:59:25+00:00","author":{"@id":"https:\/\/normandygroup.com\/#\/schema\/person\/2dfe66c56dd6bc507b0b043821c1d00f"},"description":"Whether you love investing or find it intimidating, The Normandy Group in Lakewood, Colorado will help you through the process.","breadcrumb":{"@id":"https:\/\/normandygroup.com\/financial-planning\/what-is-the-best-way-to-manage-your-investments\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/normandygroup.com\/financial-planning\/what-is-the-best-way-to-manage-your-investments\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/normandygroup.com\/financial-planning\/what-is-the-best-way-to-manage-your-investments\/#primaryimage","url":"https:\/\/normandygroup.com\/wp-content\/uploads\/2021\/01\/best-way-to-manage-investments-normandygroup.jpg","contentUrl":"https:\/\/normandygroup.com\/wp-content\/uploads\/2021\/01\/best-way-to-manage-investments-normandygroup.jpg","width":1600,"height":1068,"caption":"Shot of a senior couple working on their finances using a laptophttp:\/\/195.154.178.81\/DATA\/i_collage\/pu\/shoots\/805516.jpg"},{"@type":"BreadcrumbList","@id":"https:\/\/normandygroup.com\/financial-planning\/what-is-the-best-way-to-manage-your-investments\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/normandygroup.com\/"},{"@type":"ListItem","position":2,"name":"What Is the Best Way To Manage Your Investments?"}]},{"@type":"WebSite","@id":"https:\/\/normandygroup.com\/#website","url":"https:\/\/normandygroup.com\/","name":"The Normandy Group","description":"Just another WordPress site","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/normandygroup.com\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/normandygroup.com\/#\/schema\/person\/2dfe66c56dd6bc507b0b043821c1d00f","name":"Derek Landis","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/normandygroup.com\/#\/schema\/person\/image\/","url":"https:\/\/normandygroup.com\/wp-content\/uploads\/2019\/11\/Derek-1-150x150.jpeg","contentUrl":"https:\/\/normandygroup.com\/wp-content\/uploads\/2019\/11\/Derek-1-150x150.jpeg","caption":"Derek Landis"},"url":"https:\/\/normandygroup.com\/author\/derek-landis\/"}]}},"_links":{"self":[{"href":"https:\/\/normandygroup.com\/wp-json\/wp\/v2\/posts\/716"}],"collection":[{"href":"https:\/\/normandygroup.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/normandygroup.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/normandygroup.com\/wp-json\/wp\/v2\/users\/9"}],"replies":[{"embeddable":true,"href":"https:\/\/normandygroup.com\/wp-json\/wp\/v2\/comments?post=716"}],"version-history":[{"count":5,"href":"https:\/\/normandygroup.com\/wp-json\/wp\/v2\/posts\/716\/revisions"}],"predecessor-version":[{"id":913,"href":"https:\/\/normandygroup.com\/wp-json\/wp\/v2\/posts\/716\/revisions\/913"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/normandygroup.com\/wp-json\/wp\/v2\/media\/717"}],"wp:attachment":[{"href":"https:\/\/normandygroup.com\/wp-json\/wp\/v2\/media?parent=716"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/normandygroup.com\/wp-json\/wp\/v2\/categories?post=716"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/normandygroup.com\/wp-json\/wp\/v2\/tags?post=716"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}