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Financial Education

November 10, 2021

5 Ways a Professional Investing Coach Can Help

Investing on your own or through online trading sites may feel like playing fantasy football (a virtual game that allows you to “manage” your own NFL team and compete with other teams) – except the results are real and permanent. In fantasy football, you can draft players and make your picks for an all-star team. It can be exciting to call the shots, but if you don’t know what you’re doing or fail to follow the rules, you can end up with a losing season.

Some gamers take fantasy football very seriously – scrutinizing every move and devoting many hours to their strategy. However, passion for the game doesn’t guarantee that you’ll have the right strategies to win. Likewise, an amateur investment strategy – choosing investments randomly, lacking diversity and/or balance in your portfolio or investing without a long-term strategy – may lead you down a losing path.

Tackle Investing Challenges with a Coach

If you have the time and expertise to manage your portfolio diligently, you may find satisfaction in going it alone. However, few people can commit the time and energy to actively manage their portfolios. Here’s how a professional investment coach can help:

  1. Investing expertise. An investment professional has the training and knowledge to advise you on the multitude of diverse products available in today’s financial markets. He or she can access resources and information not available to individual investors and stay up-to-date on factors that may affect your portfolio’s success. In addition, he or she is familiar with the rules, regulations and tax implications that individual investors may fumble on their own.
  2. Insight on risk management. Investment decision-making calls for an understanding of different kinds of risk. An investment professional can help you design a portfolio with an appropriate level of risk so you can be confident with your offense/defense for investing.
  3. Choosing the right mix. Talented football teams have a diverse roster and a multitude of different plays to foil the defense. An investment coach can help balance and diversify your investment strategy, so your portfolio can better withstand opponents like market volatility, inflation and other investing risks.*
  4. An overall game plan. An investment professional can help with your overall financial goals, including life insurance, college savings, retirement planning and other investment concerns – and how all of these elements fit together in your long-term plan to achieve a winning outcome.
  5. Checking in periodically. When there are bumps in the financial markets, sometimes it helps to take a timeout and re-evaluate your positions. An investment professional can help you maintain your strategy with periodic portfolio reviews, and recommend revisions when your objectives, risk tolerance or timeline change.

Team Up with Us

If you find yourself throwing a “Hail Mary” pass every time you make an investment decision, it’s time to call in an expert. An investment professional at PeoplesBank can help boost your confidence in your investing game plan. To learn more, contact one of our team members.

* Diversification cannot guarantee a profit or protect against loss in a declining market.

Investment products:
Not federally insured
Not a deposit of this institution
May lose value


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