How Investment Advice Can Help You Grow Your Assets

The Investors Centre is practical guidance from financial professionals that helps you grow your assets by choosing the right investments for your situation. Whether you’re seeking help with a lump sum you want to invest, a retirement account that needs rebalancing or a complex portfolio, an advisor can be helpful for achieving your goals and staying on track toward them. You can seek investment advice as part of a broader financial plan or receive it on an individual basis from a fee-based adviser.

Financial planners, for example, have the option to earn their Certified Financial Planner (CFP) designation through extensive education and experience requirements, which gives them a more comprehensive approach to managing your finances. Other investment professionals also specialize in specific types of investments, such as real estate, equities or fixed income, and may be able to make recommendations more specifically tailored to your needs.

How to Evaluate Risk in Your Investment Portfolio

Investing can feel intimidating, but there are certain tried-and-true principles that can boost your odds of success. For help growing your investments, you can choose to work with a fee-based financial planner or turn to robo-advisors for less expensive portfolio management options.

Finding a good financial advisor takes time and discernment. After all, they’ll have a glimpse into an intimate aspect of your life and could be in your corner for years to come. You can vet advisors by asking questions online, over the phone or in person if possible. Alternatively, you can use Bankrate’s AdvisorMatch service to be paired with an advisor in your area who meets our strict qualification criteria.