Banking 101 -
How to choose the best long-term investments
As an investor, choosing suitable long-term investments is critical for preserving your wealth, achieving your financial objectives, and leaving a legacy for your loved ones and the causes you care about. With so many options available, it can be challenging to know where to begin.
Here are some key considerations when choosing the best long-term investments for your lifestyle and your financial goals:
- Diversification: Diversifying your portfolio across multiple asset classes, such as equities, bonds, real estate, and alternative investments, is essential for managing risk and achieving long-term growth.
- Risk Tolerance: Understanding your risk tolerance is critical. While higher-risk investments may offer higher returns, they come with greater risk.
- Time Horizon: Consider your investment time horizon and choose investments that align with your objectives. Longer investment horizons allow for more risk, while shorter ones require a more conservative approach.
- Fees and Expenses: Understand the fees and expenses associated, including management fees, transaction costs, and taxes. These can impact your overall returns, so choosing investments with lower fees and expenses can be an important factor.
At Arbuthnot Latham, our investment management service is tailored to your unique needs and circumstances, including your career and business aspirations, lifestyle changes, and legacy objectives. By taking a comprehensive approach and understanding your financial goals, time horizon, and risk tolerance, we can provide a custom investment solution that delivers on performance while balancing risk.
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Further reading about Business Exit
Sophisticated investors consistently seek out ways to diversify portfolios and preserve wealth over the longer term. One vehicle you may have considered including in your portfolios, is a hedge fund.
Alternative investments have become an increasingly popular diversification tool for portfolios. While traditional investments offer stability, alternative investments offer the potential for higher returns – but are they worth it?
Investing is not just about making money, but preserving it, making wise financial decisions, and leaving a legacy for your family and the causes you care about.
This communication should be considered a marketing communication. It has not been prepared in accordance with legal requirements designed to promote the independence of investment research. It is for information purposes only and does not constitute advice, a solicitation, recommendation or an offer to buy or sell any security or other investment or banking product or service. You should seek professional advice before making any investment decision. The value of investments, and the income from them can fall as well as rise, and may be affected by exchange rate fluctuations. Investors could get back less than they invest. Past performance is not a reliable indicator of future results. The tax treatment of investments depends upon individual circumstances and may be subject to change.
The contents of this communication are based on opinions or conditions as at the date of writing and may change without notice. To the extent permitted by law or regulation, no warranty of accuracy or completeness of this information is given and no liability is accepted for its use or reliance on it.