The owner of an investment advisory firm in King of Prussia, Pennsylvania, Dean Vagnozzi has led A Better Financial Plan for more than 15 years. Throughout his career, Dean Vagnozzi has received many honors, including qualification for the Million Dollar Round Table for six consecutive years.
In addition to a healthy anticipated rate of return, experienced investment professionals look for other features in an investment vehicle. One of the most important features of an investment choice is the level of safety it offers. Smart investors look for products, such as real estate investments, that will protect their nest egg for the long-term while causing relatively little worry.
Liquidity is another important feature of an investment vehicle. To live life on your terms, you need to be able to access your money when you want it, whether for a medical emergency or a promising new investment. Savvy investors also look for products that generate tax-free returns or do not defer taxes to a future date when tax rates may be higher.
In addition to a healthy anticipated rate of return, experienced investment professionals look for other features in an investment vehicle. One of the most important features of an investment choice is the level of safety it offers. Smart investors look for products, such as real estate investments, that will protect their nest egg for the long-term while causing relatively little worry.
Liquidity is another important feature of an investment vehicle. To live life on your terms, you need to be able to access your money when you want it, whether for a medical emergency or a promising new investment. Savvy investors also look for products that generate tax-free returns or do not defer taxes to a future date when tax rates may be higher.